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      Multi Asset Roadshow 2020

      Professional Adviser is back in the new year with the Multi Asset Roadshow, travelling to Harrogate, Warrington, Birmingham, Bristol and London.

      • Date: 28 Jan 2020
      • Harrogate, Warrington, Birmingham, Bristol, London
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      Professional Adviser Awards 2020

      The Professional Adviser Awards recognise excellence in Financial Advice. The 2020 awards will be held at The Brewery on Thursday 6th February.

      • Date: 06 Feb 2020
      • The Brewery, 52 Chiswell Street, London EC1Y 4SD, London
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      Investment Week, Professional Adviser, Professional Pensions, Retirement Planner and Investment Europe have collaborated to launch the Women in Investment Festival 2020, in partnership with HSBC Global Asset Management.

      • Date: 03 Mar 2020
      • The Brewery 52 Chiswell Street London EC1Y 4SD, London
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      • Date: 21 Apr 2020
      • The Brewery Chiswell Street London EC1Y 4SD, London
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TMT

Tech review: 7IM
  • TMT
Tech review: 7IM

This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.

  • 10 March 2011
Time to aim for the cloud
  • TMT
Time to aim for the cloud

Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.

  • 10 March 2011
Tech review: Transact
  • TMT
Tech review: Transact

This week Mark Loosmore of AT8 Group goes to Transact, the largest and oldest of the pure wrap platforms

  • 03 March 2011
Service is the name of the game
  • TMT
Service is the name of the game

Nick Eatock, chief executive of IntelliFlo, explains the basics of the company's software solution, Intelligent Office.

  • 24 February 2011
Ringing out those technology myths
  • TMT
Ringing out those technology myths

Nick Eatock, chief executive of IntelliFlo, explains why advisers need to overcome their fears of technology.

  • 24 February 2011
Tech Review: Novia
  • TMT
Tech Review: Novia

This week Mark Loosmore of AT8 Group discovers the secrets behind wrap newcomer Novia.

  • 17 February 2011
Blog: 1st - The Exchange on the acquisition trail again
  • TMT
Blog: 1st - The Exchange on the acquisition trail again

M&A amongst the tech suppliers to IFAs shows no sign of slowing down, with 1st Exchange & N4 today announcing it has acquired website provider Screen Business Limited.

  • 08 February 2011
Blog: What does Financial Express's latest buy mean for IFAs?
  • TMT
Blog: What does Financial Express's latest buy mean for IFAs?

One piece of M&A activity which has been missed by many is Financial Express's acquisition of the eValue team from Towers Watson.

  • 02 February 2011
How to dazzle new clients with your website
  • TMT
How to dazzle new clients with your website

Catherine McEwing, head of individual software (Europe) at Morningstar, on how to make your website a shop window for your firm.

  • 27 January 2011
Tech Review: Nucleus
  • TMT
Tech Review: Nucleus

Mark Loosmore of AT8 continues his platform rounds with a visit to Nucleus Financial Group, where he finds a firm that prides itself on user involvement.

  • 27 January 2011
Tech review: Skandia Investment Solutions
  • TMT
Tech review: Skandia Investment Solutions

AT8's Mark Loosmore takes a closer look at Skandia's wrap proposition.

  • 20 January 2011
Having a ball with technology
  • TMT
Having a ball with technology

Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.

  • 20 January 2011
Extra 1,000 SimplyBiz IFAs sign up to Distribution Tech
  • TMT
Extra 1,000 SimplyBiz IFAs sign up to Distribution Tech

IFA support services provider SimplyBiz has extended a licence agreement with front-office tech supplier Distribution Technology (DT).

  • 14 January 2011
Tech Review: Ascentric
  • TMT
Tech Review: Ascentric

Mark Loosmore of AT8 starts the New Year with a review of Ascentric.

  • 13 January 2011
Technology viewpoint: New Year's Resolutions
  • TMT
Technology viewpoint: New Year's Resolutions

Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011

  • 13 January 2011
Tech Review: Hargreaves Lansdown
  • TMT
Tech Review: Hargreaves Lansdown

Mark Loosmore of AT8 asks if the Hargreaves Lansdown platform has an ‘advantage' over others?

  • 16 December 2010
Tech Review: Parmenion
  • TMT
Tech Review: Parmenion

Mark Loosmore of AT8 finds a firm with a different approach to the platform market.

  • 09 December 2010
Getting value for money on technology
  • RDR
Getting value for money on technology

Paul Pettitt, managing director of Origo, says investing in technology is critical to survival in the market.

  • 09 December 2010
Tech Review: Raymond James
  • TMT
Tech Review: Raymond James

Mark Loosmore of AT8 takes a look at Raymond James, a niche and focused platform for the discretionary fund manager market.

  • 02 December 2010
Technology lends a helping hand to consolidation
  • TMT
Technology lends a helping hand to consolidation

Andy Watts, intermediary director at 1st - Exchange, looks at the part technology is playing for adviser firms wanting to differentiate their business in the run-up to RDR.

  • 25 November 2010
Tech Review: Cofunds
  • TMT
Tech Review: Cofunds

AT8's Mark Loosmore kicks off a series on platforms with a look at Cofunds.

  • 25 November 2010
Tomorrow's world may be your saviour
  • TMT
Tomorrow's world may be your saviour

IFA Life's Philip Calvert explains why IFAs should embrace the internet.

  • 18 November 2010
Tech Review: Does practice make perfect?
  • TMT
Tech Review: Does practice make perfect?

Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie

  • 18 November 2010
How to attract new business using Google
  • TMT
How to attract new business using Google

With an increasing number of internet savvy consumers on the look-out for financial advice, Maria Merricks investigates the ways IFAs can make their web presence visible

  • 18 November 2010
123
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