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Technology

Technology

Cofunds adds Suffolk Life SIPP

Cofunds had added Suffolk Life's MasterSIPP to its platform, which it says will help advisers consolidate pension arrangements in a single place.

clock 23 February 2009 •

Technology

L&G mortgage network pits advisers head-to-head

Legal & General (L&G) will assess which of the advisers at its mortgage network are best at selling protection alongside a mortgage.

clock 20 February 2009 •

Technology

Which way now for platforms?

Demand for technology-driven solutions will see a defined move to efficient client-centric wrap platforms from product-centric fund supermarkets, writes Novia's Bill Vasilieff.

clock 20 February 2009 •

Technology

Trigold offers CII study tools

Trigold has joined forces with the Chartered Insurance Institute (CII) to offer course study materials at preferential rates for advisers using its Prospector software.

clock 18 February 2009 •

Technology

Adviser platform usage set to rise 17%

The number of advisers writing over half their business on platforms is set to rise by 17% this year, according to new research from Skandia.

clock 18 February 2009 •

Technology

Online protection seminar for IFAs launched

A free online seminar designed to help advisers sell protection is set to take place on 24 February.

clock 17 February 2009 •

Technology

Advisers urged to get Twittering

Financial advisers are being encouraged to join social networking sites such as Facebook and Twitter to maximise their exposure.

clock 13 February 2009 •

Technology

Axa boosts IFA Professional Edge tool

Axa Winterthur is expanding the range of services available to advisers via its Professional Edge programme.

clock 13 February 2009 •

Technology

Adviser Office integrates with Nucleus

1st-The Exchange has completed an exclusive integration of its Adviser Office system with Nucleus Financial Group to provide a valuations link with the Nucleus wrap platform.

clock 06 February 2009 •

Technology

Online IFA diploma exams dubbed 'a logical step'

Online diploma exams are a 'logical step' according to Wizard Learning, which has just completed its roll-out of practice exams for advisers taking the CII Diploma in Financial Planning.

clock 06 February 2009 •
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