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.
Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.
Friends Provident has launched a web-based tool designed to help advisers writing more protection business online.
Around 15% of financial advisers are continuing to shun technology by running paper-only practices, a study suggests.
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.
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.
Professional Adviser is once again partnering with the UK Platform Awards, to recognise excellence in the platforms space.
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.
IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.
Novia is responding to demand from advisers by making a number of structured product providers available on its online platform.