Technology

        Why paraplanners are more important than ever

        Professional Adviser | 25 Jul 2014 | 15:58

        The radical changes announced in the Budget serve as a timely reminder of just how crucial the paraplanner's role is in supporting advisers. IRESS' Sophie Hall explains

        Team
        mark-polson

        Tech Review: The Fastrak to efficiency?

        In his latest instalment, the lang cat's Mark Polson revisits the Sprint Enterprise Technology system promising to make onerous tasks like client report writing a whole lot easier

        Professional Adviser | 23 Jul 2014 | 11:45
        true-potential

        'Focus on technology' behind True Potential's profit surge

        Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.

        Professional Adviser | 23 Jul 2014 | 07:48

    Other Technology articles

      aviva-logo

      Aviva: Platform on track to achieve profitability by 2016

      Provider Aviva's platform is on course to achieve profitability in 2016 and its target of £6bn in assets under management (AUM) by the end of this year, after its AUM has doubled in the last 12 months.

      Professional Adviser | 17 Jul 2014 | 08:04
      Spotlight distribution cloud

      Breakdown: The five investment distribution models (as the FCA sees it)

      Think you know the full retail investment product distribution landscape?

      Professional Adviser | 14 Jul 2014 | 15:01
      abraham

      Platforms come under fire over share class conversion

      Platforms are racing to update their conversion programmes as advisers complain about hefty charges when switching clients into clean share classes.

      Professional Adviser | 14 Jul 2014 | 13:01
      platform33

      Zurich cuts initial platform charge in fee structure revamp

      Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.

      Professional Adviser | 10 Jul 2014 | 07:26
      Arrow

      Why the platform price war is causing a headache for advisers

      Nicola Brittain investigates the impact of the industry's race to the bottom on advisers' platform strategies

      Professional Adviser | 10 Jul 2014 | 07:21
      loosmore-mark

      Mark Loosmore on the RDR: Demonstrating value 18 months on

      With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central to advisers' work, says IRESS executive general manager (wealth) Mark Loosmore.

      Professional Adviser | 08 Jul 2014 | 12:12
      alistair-wilson-zurich

      Zurich: We'll have no part in platforms 'price war'

      Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.

      Professional Adviser | 04 Jul 2014 | 10:13
      Unlocking Big Data

      Mark Polson: Go on, say 'join the conversation' one more time...

      Otherwise reasonable man Mark Polson is going to stamp on the foot of the next person who says 'engagement' when they mean something else entirely...

      Professional Adviser | 01 Jul 2014 | 12:30
      Social Media

      The power of social media: Turning your followers into clients

      Social media is now the most popular activity online. Jenna Towler talks to expert Bridget Greenwood about harnessing the power of the internet and making it work for your business.

      Professional Adviser | 26 Jun 2014 | 14:22
      globe-binary-technology

      It takes two: Dancing the adviser/client technology tango

      Axa Wealth’s Martyn Harrison examines the risks associated with using disjointed technology systems throughout the advice process.

      Professional Adviser | 26 Jun 2014 | 08:00
      e-commerce-keyboard-cart-shopping-online

      FCA: Annuity comparison site providers must include guarantees info

      Firms providing comparison websites for annuities should include details of the types of guarantees available and identify providers if they operate a restricted panel, after the Financial Conduct Authority (FCA) updated its guidance for firms.

      Professional Adviser | 20 Jun 2014 | 11:44
      etfcards

      Axa Wealth launches access to ETFs via corporate platform

      Axa Wealth's Corporate Investment Services business is increasing the investment universe for employee benefits consultants by adding exchange traded funds (ETFs) to its bespoke Investment Only offering.

      Professional Adviser | 20 Jun 2014 | 11:22
      Colourful web address URL bar in blue

      The service that might just turn the simplified advice tide

      Quick and cheap? Might a new simplified advice service finally open up regulated advice to the masses?

      Professional Adviser | 19 Jun 2014 | 11:27
      logo-20reversed-20out

      Charles Stanley profits fall as Leicester office costs weigh

      Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.

      Professional Adviser | 19 Jun 2014 | 08:15
      sunset-desert1-converted

      Into the sunset: Five preparations for the big switch-off

      Advisers must act now to be prepared for the end of fund rebates on legacy platform business. Your platform should be ready to assist too, writes Cofunds’ Sam Christopher.

      Professional Adviser | 19 Jun 2014 | 07:10
      yearsley-ben

      Charles Stanley cuts platform fees further; launches customer charter

      D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

      Professional Adviser | 18 Jun 2014 | 12:30
      kellard

      AXA Wealth agrees super clean terms with seven fund groups

      AXA Wealth has agreed preferential, non-rebated share classes on 153 funds from seven fund groups.

      Professional Adviser | 18 Jun 2014 | 12:25

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