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Technology

Technology

SWIP online centre awarded CII accreditation

The CII has granted Scottish Widows Investment Partnership's (SWIP's) Intelligence Centre CPD accreditation.

clock 06 February 2009 •

Technology

Platform comparison tool launched

A tool enabling advisers to compare the various services and charges on UK platforms has been launched by consultancy firm The Platforum.

clock 06 February 2009 •

Technology

Nucleus unveils model portfolio tool

Nucleus Financial has added a model portfolio tool to its platform enabling advisers to invest and manage clients' assets in a way more closely aligned to their risk profile.

clock 03 February 2009 •

Technology

Nucleus unveils model portfolio tool

Nucleus Financial has added a model portfolio tool to its platform enabling advisers to invest and manage clients' assets in a way more closely aligned to their risk profile.

clock 02 February 2009 •

Technology

New platforms will struggle in downturn - Cofunds

New Cofunds chief executive Brett Williams has warned the latest entrants to the platform market will struggle to convince advisers to switch to their propositions amid the current market downturn.

clock 28 January 2009 •

Technology

Pension switch principles should apply to platforms, says Skandia

The pension switching review has implications for the entire market including platform to platform re-registration, according to Skandia.

clock 27 January 2009 •

Technology

1 st -The Exchange adviser roadshows schedule

1st-The Exchange has provided details of its adviser roadshow events, giving expert advice on how to benefit from the Exweb portal and its integrated partner services.

clock 23 January 2009 •

Technology

CII Diploma aid for IFAs launched

Wizard Learning has conjured up an online course designed to help advisers study for the Chartered Insurance Institute (CII) J06 Diploma in investment principles, markets and environment examination.

clock 23 January 2009 •

Technology

Assureweb enhances annuity service for IFAs

Assureweb is set to launch an adviser service designed to support its full range of annuity quote options, including conventional and with-profits annuities.

clock 20 January 2009 •

Technology

Turmoil will filter out IFA also-rans - Ferguson

Continued turmoil in the financial markets in 2009 will separate the wheat from the chaff in the IFA sector, Nucleus chief executive David Ferguson says.

clock 12 January 2009 •
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