The construction of a CIP can seem a daunting task for any firm. The success or failure of your design and implementation will, as ever, reside in your planning. Read the link below to get started. okt.to/zWtiGf

Check out Clever latest blog - Is a quant-only approach enough to avoid investing in funds purely based on past reputation? #quant #IFA #FinancialServices #Fintech  okt.to/ihc0gH

CLICK BELOW NOW TO BOOK A DEMO Human emotions have ruined quite a few things, and now financial investment doesn't have to be one of them. okt.to/UAQhBg #IFA #financialservices #funds #shares

Podcasts are now firmly in the mainstream, with more than a billion episodes downloaded globally every month take a look at Master Investors top 5 finance podcasts. #finance #podcast #IFA okt.to/pOknQ7

Developing a CIP will often go hand-in-hand with a firm reviewing and altering its overall service proposition. Click below to find out how this big change can be the launching pad for a firm’s future. #IFA #CIP #financialservices  okt.to/YCNG7U

Congratulations everyone!!! Liam Heather Anstey Natalie Green CleverAdviserAnthony Caroline Hutchings @garryscore @cleveradviserjo Clever

🚈 New data shows that women are more reluctant than men to commute over long distances for their work. 🚇 This can enforce the gender pay gap and I’m determined that women should be better supported to find that balance. Read more The Telegraph telegraph.co.uk/news/2019/09/0…

Financial News - Miton Group and Premier Asset Management have agreed to merge, creating a fund house managing £11.5bn. #finance #merger #funds #financialnews  okt.to/TjJy3L

Financial News - Robo-adviser to enter mortgage market. Hands off advice? Online only mortgage help? Whats your opinion? Financial Times #mortgageadvice #finance #fintech #online okt.to/knG9wH

In honour of #NationalReadABookDay here is a sample of our bookshelf here at Clever HQ. What are you reading today? #bookshelf #financialreads Matt Haig Tim Harford Andrew Ross Sorkin #economyreads #toberead

Moving around my work day tomorrow to join in with #LaterCon really looking forward to it!!

Click the guide below to see our Interpretation of MiFID II and the impact it will have on IFAs. #legislation #mifid #finacialservices #ifa

Closing up #NationalCodingWeek is Andy, another of our developers. Andy began playing around with coding in 1999 and has since completed his degree in Computer Science. #developers #computers #technology #fintech

Clever is all set up and ready for our Macmillan Cancer Support #CoffeeMorning #macmillancoffeemorning #macmillancancersupport

How do you like yours? We love our #Fairtrade Clipper Teas!! #InternationalCoffeeDay

Congratulations to our Pre-Sales Technical Manger, George on getting a first in his Masters Degree. Well done George!! #FinancialServices #business #finance

A letter to all advisers in these most uncertain times...

A letter to all advisers in these most uncertain times... #coronavirus #blackmonday #marketcrash

Brilliant news Clever #WealthTech100