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Technology

Income

Innovation in annuities

Nick Flynn discusses how recent underwriting innovations have affected the annuity industry

clock 01 January 2009 •

Technology

And it's a wrap

Mark Polson looks at freedom of movement between wrap platforms

clock 01 January 2009 •

Technology

No white knight

Adrian Shandley gives his views on how the wrap market needs to evolve

clock 01 December 2008 •
Lead reporting added to Trigold

Mortgages

Lead reporting added to Trigold

Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.

clock 28 October 2008 •

TCF

Advisers warned on point-of-sale TCF

Financial advisers are being warned they could face another TCF challenge via their point-of-sale providers.

clock 22 September 2008 •

Technology

Trigold unveils Case Manager mortgage software

Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.

clock 24 July 2008 •

Mortgages

Leads offered on Trigold platform

Trigold has partnered with LeadPoint to allow brokers to source new business directly through their Trigold system.

clock 17 June 2008 •

Technology

Year of the Wrap

Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.

clock 01 June 2008 •

Mortgages

DUAL-PRICING CAMPAIGN - Last chance to give your views

IFAonline.co.uk has been inundated with comments on mortgage dual-pricing over the last few months. In response to requests from our readers, we are launching a campaign on the issue with a view to making the FSA listen properly to advisers' and brokers'...

clock 28 May 2008 •

Technology

AToM links with E-Trading Centre

All Types of Mortgages (AToM) has announced it is linking its agreement in principle (AIP) form to Trigold's E-Trading Centre (ETC).

clock 12 May 2008 •
234
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