There are 3 item(s) tagged with the keyword "Investments".
Make CIP your superhero!
09 Jul 2020
Our very own Clark Kent of consultancy, Karl Dines, battles some misconceptions around centralised investment processes in this article, and reveals how CIP can become a superhero for advice firms.
Running an in-house investment committee
02 Jul 2020
Elaine Parkes, Head of Proposition Development at Signature, takes a deep dive into how to run an in-house investment committee.
SimplyBiz Group's Centra system reaches 3000 users
03 Jun 2019
New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system