Technology

Cofunds is the top choice amongst IFAs despite a stormy year for the platform provider, according to a new study from CWC Research.

The Cautious Managed sector held on to top spot in the Cofunds sales chart for November for the third consecutive month.

AT8 Group's Mark Loosmore talks to 2Plan about how it uses technology to boost the business.

A new financial planning application to help "radically reduce" the cost of servicing customers for large IFAs is due to be launched by Distribution Technology.

Skandia has finally completed the migration of 280,000 active MultiFunds policies to its Skandia Investment Solutions (SIS) platform after a delay of over two years.

Ascentric is unveiling two HSBC ETFs tracking the FTSE 100 and Dow Jones indices as it looks to capitalise on the growing popularity of trackers.

Novia has launched an analysis tool to enables advisers to better tally client portfolios with their risk profiles.

2plan Wealth Management has become the first national IFA firm to enact a successful two-way disaster recovery trial in only ten hours.

As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...

A newly developed financial planning tool called 2020 Adviser aims to tear up the traditional model of financial advice whilst meeting the challenges of implementing the RDR.