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TMT

Investment

From IT to IFA: Is this man mad? Part 3

Peter Lawrence spent 30 years in IT but last year launched his own IFA. At a time of an apparent exodus of advisers this man is going against the grain. This month: Setting up

clock 08 April 2010 •

TMT

Technology Review: LV=

This week Mark Loosmore gives the lowdown on LV='s 'at retirement' offering.

clock 08 April 2010 •

TMT

Technology Review: Just Retirement

Just Retirement was formed in 2004 from the ashes of Britannic Retirement Solutions and has been on a fast track ever since.

clock 25 March 2010 •

TMT

Ten years on from dotcom-where now for the tech sector?

A full decade after the woes of the dotcom bubble, Polar Capital's Nick Evans and Ben Rogoff say a new cycle is emerging…

clock 22 March 2010 •

TMT

Technology Review: Distribution - all wrapped up

This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.

clock 11 March 2010 •

TMT

Macquarie unveils CGT tool

Macquarie has launched a capital gains and losses calculation tool for financial planners.

clock 10 March 2010 •

TMT

Distribution Technology unveils risk profiling app for iPhone

Distribution Technology (DT) has launched a version of its risk profiling tool for the iPhone.

clock 10 March 2010 •

TMT

Tech Review: Adaptability at Raymond James

This week we look at two firms associated with Raymond James; Yellowtail Financial Planning and Stockdale Asset Management.

clock 04 March 2010 •

TMT

Clients can check portfolio on mobile with new tool

Investors can now check the performance of their portfolios anywhere in the world and at any time with the launch of a new service from MBA.

clock 03 March 2010 •

TMT

Tech Review: Financial fitness with a 'workout'

AT8 Group's Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.

clock 25 February 2010 •
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