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Technology

Artificial intelligence in advice: Finding the winning formula

Your profession

Artificial intelligence in advice: Finding the winning formula

'Artificial intelligence has the potential to be an industry game-changer'

clock 12 April 2023 • 4 min read
David Downie: Express trust registration - what advisers need to know

Technology

David Downie: Express trust registration - what advisers need to know

Deadline appraoching

clock 18 May 2022 • 5 min read
Planning on cusp of a 'golden age' as tech serves growing demand

Technology

Planning on cusp of a 'golden age' as tech serves growing demand

‘Planning more accessible than ever before’

clock 02 February 2022 • 1 min read
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Industry

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

AuM rises 9.2% to £56bn up to September

clock 01 November 2021 • 1 min read
Suspicious activity reports by staff at financial firms exceeded one million during 2019-20

Industry

Suspicious activity reports by staff at financial firms exceeded one million during 2019-20

FCA data

clock 01 November 2021 • 2 min read

Technology

Ark Financial Leads launches protection and mortgage lead service

A new lead generation provider has launched on the protection and mortgage markets with plans to enter the pensions and investments sectors later this year.

clock 31 January 2011 •
Capita releases split cover life and CI quotation tool

Technology

Capita releases split cover life and CI quotation tool

Capita Financial Software has developed a new quotation service for split cover life and critical illness (CI) policies.

clock 23 February 2010 •

Technology

L&G launches OLP Connect on mortgage network

Legal & General has rolled out its online new business system to its mortgage network, Legal & General Partnerships Services Limited (LGPSL).

clock 08 December 2009 •

Technology

Evaluate Technologies set to swell staff by a fifth

Evaluate Technologies will recruit up to 10 staff by the start of next year as it looks to expand further into the online mortgage sourcing market.

clock 20 November 2009 •
Plum Software unveils ID check service

Technology

Plum Software unveils ID check service

Plum Software has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations.

clock 21 August 2009 •
123
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01

Intelliflo launches all-in-one single system platform capability 

06 June 2023 • 3 min read
02

Carolines on the move: FSCS and Maps both confirm CEO departures

06 June 2023 • 1 min read
03

What makes a great business development manager?

06 June 2023 • 5 min read
04

Consumer Duty: Five issues advisers must consider before 31 July

05 June 2023 • 4 min read
05

Nudging your way to a higher retirement income

06 June 2023 • 8 min read
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