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Technology

Technology

Macquarie wrap to launch next week

Macquarie wrap, the latest entrant into the UK platform market, will launch next week to its first adviser client.

clock 20 March 2009 •

Technology

Clerical Medical launches offshore e-services

Clerical Medical has rolled out an offshore illustration service for advisers, which will allow them to generate quotes more easily.

clock 18 March 2009 •

Technology

Twitter directory launched for IFAs

IFA Life has launched a directory of IFAs, financial planners and advisers who use blogging website Twitter for business.

clock 16 March 2009 •

Technology

AXA Winterthur launches adviser support site

AXA Winterthur Wealth Management has launched a new website to help advisers get the most from working with the restructured business.

clock 12 March 2009 •

Technology

Consumers warned on debt advice websites

The Office of Fair Trading has told 11 financial management businesses with 'look alike' websites posing as official or charity advice sites to close them down immediately.

clock 09 March 2009 •

Technology

Concerns raised over life company risk tools

An adviser has urged caution over the use of life company risk tools to design client portfolios after concerns surfaced about Zurich's Risk Profiler.

clock 06 March 2009 •

Technology

Challenging times for financial services firms

It seems little has changed over the course of the last month. Certainly nothing has altered the way the developed world is heading!!

clock 06 March 2009 •

Technology

Multi-risk profile system launched by 2Plan

A tool allowing the generation of several risk profiles for clients within a single portfolio is being unveiled to advisers at 2Plan Wealth Management.

clock 02 March 2009 •

Technology

A pension revolution

One leading IFA firm in Scotland explains how going on platform is transforming their pension offering

clock 01 March 2009 •

Technology

Awakening adviser interest in the platform

clock 01 March 2009 •
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