| Research,
on any number of subjects, is a task that
all IFA’s have to perform.
As new product is delivered, we have to
research beyond the “sales pitch”
to be comfortable that we are offering our
clients quality solutions.
Investment Funds are launched on a regular
basis, making our selection more and more
difficult. Whilst it is very difficult to
research all funds at all times, we need
to regularly update our research to ensure
that our recommendations continue to meet
client expectation.
Advisertime will undertake
research on your behalf. We will work to
your specification, providing research to
any level, offering the following benefits;
- Increased time for client facing work
- Audit trails for compliance purposes
- Ad hoc updates on researched topics
- Quarterly updates
- New Funds
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