The Exchange Articles

In this fast-paced industry we want you to be kept up to date with what’s going on in your world. Grab a cup of tea and enjoy…

Showing 21 results (Page 1 of 3)

28/04/2017

Over the past few months we've talked to Ascentric users, and advisers not currently using us, to create a modern, usable, and navigable site.

01/03/2017

How do advisers go about fostering a working relationship that gets the best from the people supporting them?

01/03/2017

Barry Foster takes a look at trust planning and discusses what we need to think about and consider when making these types of decisions.

01/03/2017

Tom Corneill looks at how we can move smoothly through periods of adjustment in an ever-changing world.

28/02/2017

Some of the lesser known questions and tips advisers should watch out for when conducting due diligence.

01/02/2017

Research and due diligence: Rob Kingsbury looks at what the FCA says it wants and where firms go astray.

01/02/2017

Index tracking vehicles in the form of ETFs (Exchange Traded Funds) have exploded onto the market in previous years. David Norman navigates the maze.

01/02/2017

In Andy Zanelli's first article he takes a look at the ever-changing world of financial advice.

Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.