Your Industry 

Adviser Technology - November 2014

    CPD
    Approx.60min

    Introduction

    For the advice profession, from the advent of investment platforms through to the comprehensive offerings available through back office business management systems, a wide array of options have evolved and now compete to convince you they can save you time and money.

    But which systems should you use, and what can they do to improve your advice offering in practice? Furthermore, how have they changed the wider industry?

    This special report will focus on the back office systems on the market and the options a number of advisers have chosen to use in practice. There is also a feature on wraps and platforms and how their continuing development is changing the face of investment advice.

    This special report is sponsored by Intelliflo. All editorial is independent.

    In this special report

    CPD
    Approx.60min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. According to Intelliflo, how much money did Grant Thornton save by automating valuations?

    2. According to Altus Consulting, which firm leads the market in terms of market share?

    3. What is the rate of inflation used by the Dynamic Planner system, according to Alan Soloman?

    4. And what does he say the main rate of inflation has been over 60 years?

    5. What percentage of intermediaries believe some advisers will struggle to move from commission to fee-based remuneration before the April 2015 deadline?

    6. Who scrapped their drawdown charges in July this year in the wake of the Budget?

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