Technology

Advisers need to consider the "hugely significant issue" of service standards when undertaking what can be an arduous platform due diligence process, according to Defaqto.

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

Maria Merricks talks to a range of experts about how to use the social media network as a business tool without arousing the wrath of compliance.

Ascentric and FundsNetwork have completed the first in specie platform re-registration under the Tisa initiative.

Nucleus members have re-appointed John Moore as chairman of its IFA advisory board.

Aviva said it is waiting with "bated breath" for publication of the platform policy paper - something it says could have a "fundamental impact" on how players operate.

Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.

Cofunds is teaming up with Technical Connection and Sippcentre to run a series of nationwide seminars designed to help advisers "get under the bonnet" of retirement planning.

Skandia has teamed up with technology provider Milestone Group to launch a rebates solution module designed to deliver improved accuracy and efficiency in the administration and delivery of rebates.

Platform technology provider FNZ has appointed former Axa Elevate managing director Martin Jennings to the newly-created position of COO for Australia and New Zealand.