ZURICH and Aegon have become minority shareholders in Seven Investment Management (7IM) as it becomes the first platform provider to join the London Stock Exchange (LSE).
It's back to work with a bang after a pleasant festive break. I hear the postal service is all bunged up at the moment and has been for the last couple of weeks so I expect that will slow everything down as we all get back in to full swing.
Origo, the standards body for eCommerce in the UK financial services industry, has signed up its 25,000th Unipass user.
Zurich is the latest provider to partner with web-based software firm IntelliFlo to provide real time updated valuations for its range of investment products.
Deciding which wrap proposition to choose will be one of the most important decisions an IFA makes this year, according to Nucleus boss David Ferguson.
Vertex Financial Services has acquired the Sesame Office business from Sesame Group.
Norwich Union Life has selected software provider Exstream's Dialogue product for all its future communications with customers.
threesixty, the IFA support services provider, will supply template suitability reports for back-office products company IntelliFlo.
The technological revolution for IFAs, if we can call it such, has been running much longer in the back office than the front, indeed a good rule of thumb in our market is the further you go from the client experience, the more you will find technology....
Standard Life has moved to increase the profile of its wrap and fund supermarket operations by appointing Mark Polson communications head.