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Technology

Technology

Insurers to favour corporate wraps over adviser-led business

Life insurers will increasingly look to the workplace wrap market, as their platforms fail to make ground in the individual arena, according to e-business specialists, Dunstan Thomas.

clock 04 June 2009 •

Technology

Aegon unveils IP tracking tool

Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.

clock 29 May 2009 •

Technology

Online protection tool from Friends Prov

Friends Provident has launched a web-based tool designed to help advisers writing more protection business online.

clock 29 May 2009 •

Technology

Hundreds of IFAs admit 'we just use paper'

Around 15% of financial advisers are continuing to shun technology by running paper-only practices, a study suggests.

clock 29 May 2009 •

Technology

Financial Planning Tools Review - Dynamic Planner

The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.

clock 29 May 2009 •

Technology

FundsNetwork to conduct major service review

FundsNetwork will be consulting with fund providers in the next few weeks on a comprehensive review of its services, which could include introducing a charge for corporate actions such as fund closures.

clock 28 May 2009 •

Technology

UK Platform Awards 2009

Professional Adviser is once again partnering with the UK Platform Awards, to recognise excellence in the platforms space.

clock 28 May 2009 •

Technology

FundsNetwork to conduct major service review

FundsNetwork will be consulting with fund providers in the next few weeks on a comprehensive review of its services, which could include introducing a charge for corporate actions such as fund closures.

clock 28 May 2009 •

Technology

Intelliflo launches financial planning tools

IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.

clock 26 May 2009 •

Technology

Novia offers structured product links

Novia is responding to demand from advisers by making a number of structured product providers available on its online platform.

clock 21 May 2009 •
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