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Technology

Your profession

A conflict of interest?

As further evidence of our continued commitment to build the business that our IFAs want to see, we recently saw the first annual Nucleus Strategy Sessions meeting.

clock 12 May 2008 •

Protection

Skandia launches business protection site for IFAs

A website designed to help advisers guide clients on the essentials of business protection has been launched by Skandia.

clock 09 May 2008 •

Technology

Skandia notes recurring income and platform link

PLATFORMS are set to play an increasingly important role for advisers looking to generate recurring income by changing their business model, according to research conducted by Skandia.

clock 08 May 2008 •

Technology

Zurich launches wrapper comparison tool

ZURICH has launched a wrapper comparison tool which allows advisers to analyse returns from UK investment bonds and unit trusts and OEICs, prior to making client recommendations.

clock 08 May 2008 •

Technology

Openwork bids to design ultimate point of sale tool

Multi-tie adviser network Openwork has joined forces with Distribution Technology in a bid to design the complete front-office point of sale platform.

clock 02 May 2008 •

Technology

JLT unveils online benefits portal

JLT Benefit Solutions has launched an online benefits portal to help employers meet the needs of their employees.

clock 02 May 2008 •

Technology

Planning to Win

If ever there was a truism about business, it's that businesses don't plan to fail; they simply just fail to plan.

clock 02 May 2008 •

Technology

Provider-owned platforms are dodging vital issues - Nucleus IFA

The conflict of interest attack on equity ownership in adviser-owned wrap is simply a ‘smoke screen' by provider-led platforms to cover up their own transparency failings, founding Nucleus member John Moore says.

clock 30 April 2008 •

Technology

Standard Life creates exclusive threesixty wrap

threesixty, the fee-based IFA support services provider, has teamed up with Standard Life to create a customised wrap platform proposition exclusively for its clients.

clock 21 April 2008 •

Technology

Origo to add time-saving admin to agency reg

Origo, the standards body for e-commerce in the UK financial services industry, will add time-saving administration functions to its agency registration service by the last quarter of the year.

clock 18 April 2008 •
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