The lang cat’s updated guide to complying with Consumer Duty, available with an Analyser Everything plan.
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Category Archives: Suitability
15
Aug
Aug
Quickly generate multi-segment reports across your mix of clients and evidence your thinking behind your client proposition.
16
Jan
Jan
We’re proud to announce Analyser’s first ever integration is now live with AI reporting firm Avenir. Avenir, which uses AI to make reporting for advice firms more efficient, appeared at the lang cat’s AdviceTech Catwalk event last summer. It was one of five firms to showcase emerging tech for advice professionals. With this integration, Analyser
11
Jul
Jul
ESG Accord’s team bring us up to speed with the FCA’s stance on greenwashing and what this means for advice professionals
07
Nov
Nov
The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree
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