Jacana has once again passed its ISO 9001 2015 certification with flying colours – but what does that mean to our clients? Continue reading
IFA Consultancy and Training News
Are you using Adviser Office as your back office management software? You could be merely scratching the surface of the platform’s potential. Continue reading
Adviser Office has functionality that allows users to take existing data stored in client records and link through to provider systems in order to create illustrations and apply electronically for new accounts. Continue reading
These notes apply to any firm using the Aviva Wrap platform.
As some of you are aware, in 2015 Sue Nuttall set up Take Away The Tears, a charitable organisation that helps support dogs that have been abused and abandoned.
She rarely mixes Jacana and Take Away The Tears, but there is an opportunity to raise serious funds with your support, so please forgive this non-work related news and bear with us!
Jacana are introduced to a lot of clients initially because those firms are dissatisfied with their existing database. Most are minded to look elsewhere. However, you should never underestimate the time, cost and upheaval such a switch costs and the first thing we recommend is a review of the current system.
No, we’re not talking about Personal Equity Plans but ‘Politically Exposed Persons’. Below, we look at the definition of a PEP and the upcoming changes which may affect you.
We are delighted to announce that Jacana consultant Vic Ravenchester has obtained official accreditation from IRESS on the use of XPLAN and CommPay.
Whilst the FCA agrees that model portfolios increase efficiency and provide a suitable investment service to clients, they also stress three areas of concern; comparability, choice, in terms of manager and value for money.
It has been on the cards for over half a decade, but MiFID II is expected to come into force at the turn of 2018. That date may seem a long way off, but in reality, the new EU legislation is just fourteen months away. And, according research undertaken by Investec, the majority of firms are expecting it to have a significant impact on their business models.