IFA Guides

Developing and managing a Centralised Investment Proposition


A guide to MiFID II and how it impacts financial advice businesses


A guide to the Product Intervention and Product Governance Sourcebook


Seven proven ways to successfully grow your financial advice business


Understand the adviser’s roles, responsibilities and suitability obligations


A guide to help keep your clients safe from investment scams



AdviserTech LIVE! 2021: A new adviser mindset

Incase you missed it 

Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.

George Cliff, Head of Research at Clever discusses how a fully quantitative and systematic fund selection process, that removes human emotion from the investment decision, can drive considerably better outcomes for clients. George will quickly demonstrate the CleverEngine, our fund screening technology, and the top quartile outcomes it has helped generate for investors within the CleverMPS range.

Clever Insights