Now available on demand, watch Investment Director, Ryan Medlock, as he discusses how to create an efficient investment process in the current climate.
Conventional attitudes towards investing have been turned on their head in recent times due to rate hikes, the cost-of-living crisis and simmering geopolitical tensions. Elsewhere, Consumer Duty has introduced a prominent regulatory focus on being more pro-active in the pursuit of good customer outcomes. This evolving regulatory and investment landscape can make building and running investment portfolios both time consuming and research intensive.
Watch our Qtalk where Ryan covers the following topics:
- How the Consumer Duty and regulation affects your investment advice processes.
- How outsourcing your investment business can help you reduce risk and deliver good client outcomes.
- How you can boost your business and demonstrate the value of your advice services to your clients.
