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Technology

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 •

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 •
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