Technology

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

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

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

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

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

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.

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

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.

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