CleverAdviser
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
Webinars & Events
The CleverMPS Knowledge & Networking Day!
Thursday 16th February from 10am, Chester Zoo
This is your opportunity to network with esteemed peers and enjoy fast-paced educational sessions that will address key issues affecting you and your clients. Continue your professional development with seminars from industry thought leaders including tax and pension specialist, Mark Thewlis, and Professors Andrew Clare and Stephen Thomas of Bayes Business School.
Free to attend and held in a stunning Grade II listed venue at the heart of the internationally renowned conservation zoo in Chester, the CleverMPS Knowledge & Networking Day is a must-attend event! Throughout the day, you will enjoy insightful seminar sessions with great company and excellent food, plus complimentary entrance to Chester Zoo after the event closes! You’ll be updated on the 6-month performance of the CleverMPS and meet the portfolio managers in person – including Marlborough’s Deputy CIO Multi Asset, Nathan Sweeney, who is also speaking on the day.
Clever Insights
