Technology

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

Last week, the FSA (finally) produced guidance for firms considering launching a simplified advice proposition.

In the latest part of Professional Adviser's and IFAonline's series examining some of the little-known features on your favourite platforms, we look under the bonnet of Ascentric...

Philip Calvert, the founder of social network IFALife, will publish a book of top financial advice tweets for consumers.

Good afternoon readers - below are five key articles from this week's IFAonline.co.uk...

Skandia has unveiled details of its unbundled pricing model which is set for launch in the second half of next year.

The extent to which advisers will have to assess individual client suitability for platforms - and whether an off-platform solution may be preferable - has been underlined by the shock findings of a new study.

The Financial Services Authority (FSA) has identified three main areas where firms (and individuals) may become involved in the delivery of a simplified advice process...

You're almost done developing a simplified advice system - all that's left is to select the products you want available on it...

The Financial Services Authority's guidance consultation on simplified advice has provided a roadmap for firms considering developing a proposition.