Are you a ‘prisoner of indecision’?

It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…

Spotlight on… Portfolio Management

Spotlight on… Portfolio Management With Anthony Walters, Co-Portfolio Manager & Quant Analyst   Could you give us a little background about yourself and how you came to be at Clever? I’ve spent my entire career in finance. From the age of 18 I was in credit lending with MBNA and I worked my way around…

CleverMPS and ATEB connect on suitability

CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service.   The new Clever content integration provides the ability to draw through appropriate descriptive text for each of the CleverMPS portfolios when recommended via ATEB’s Investment Strategy Recommendation page as well…

The emotions behind investing

I’m an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times of distress, we can all too easily let our emotions get the better of us, allowing impulse to…

When will things recover?

Although at times distressing, the ups and downs of investing are simply part of the journey and something any good financial plan will consider. It is always very difficult to approximate when things will fully recover following a fall but the history of falls and crashes can tell us a lot about the relationship between…

Spotlight on… Technology

Spotlight on… Technology with Neil Harding, Clever’s Lead Developer   Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future.   Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…

Moneyinfo tech events

Think about advice differently. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice. Moneyinfo and Threesixty Services are organising a series of Technology Events events in June and July as follows: Dates and locations: Tuesday 9th…

What is PROD?

Living with PROD Where would regulators be without their acronyms? Nevertheless, PROD has potentially far-reaching consequences for your business. Understanding your shared responsibilities with product providers and fund platforms is critical. What is PROD? Designed by the UK Financial Conduct Authority (“FCA”) to ensure compliance with MiFID II, PROD – or ‘Product Intervention and Product…