The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
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Approved Product List: potential benefits for registered financial advisers
Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
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Help your clients invest to grow
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
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Understanding margin loans: risks, benefits and unique characteristics
Margin loans are a type of investment loan and have similar risks and benefits as other gearing strategies, however they also have some unique features.
Technical resource