Month: October 2015

FCA's charging assessment template is available to download here: https://thetechnologycoach.net/wp-content/uploads/2015/10/assessment-disclosure-template.pdf

Andrew Reeves is pleased to accept PortfolioMetrix's invitation to present in Johannesburg on "The Impact of Regulation and Technology​ ​on Wealth Management in the UK". With South Africans going through their version of the...

I will be speaking to the PFS/CII Ipswich branch about how we use technology at The Investment Coach on Tuesday 20th October. Andrew will share his opinion on the best-of-breed technology. He will give examples of how technology...