professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Technology

Threesixty template aims to help IFAs tackle fraudsters

Threesixty has designed a free template security policy to help IFAs establish measures to tackle fraudsters.

clock 21 August 2008 •

Technology

Adviser fraud protection help launched

Fee-based IFA support firm threesixty has designed a template security policy to help financial advisers establish measures to tackle fraudsters.

clock 21 August 2008 •

Mortgages

Whole-of-market mortgage IFA search site launched

A website enabling visitors to search for whole of market mortgage advisers has been launched.

clock 18 August 2008 •

Technology

No fund switching charge for Novia wrap

Novia, the new wealth management platform established by Selestia co-founder Bill Vasilieff, will not charge fund switching or re-registration fees.

clock 18 August 2008 •

Your profession

Ascentric targets IFA networks and nationals

Wrap provider Ascentric has expanded its business development team to promote its services to major IFA accounts, national adviser groups and IFA networks.

clock 12 August 2008 •

Technology

The Exchange adds Living Time retirement plans

The Exchange has added Living Time's fixed term annuity retirement income plans to its lifetime annuity pages, allowing comparison of rates side by side for the first time.

clock 11 August 2008 •

Technology

Skandia's SIS ready for MultiFunds platform migration

Skandia's Selestia Investment Solutions platform has undergone major development in preparation for the addition of existing business from the Skandia MultiFunds platform in September.

clock 11 August 2008 •

Technology

Skandia begins staged MultiFunds migration

Skandia is to begin a controlled migration of MultiFunds business onto the new Selestia Investment Solutions platform with a handful of IFA firms starting in September.

clock 11 August 2008 •

Technology

Ascentric appoints accounts manager and announces IHT tie up

Wrap provider Ascentric has appointed Robert Beverley to its business development team as strategic accounts manager.

clock 11 August 2008 •

Technology

Technology roadshows for advisers launched

Roadshows designed to help advisers make the most of the technology available to them are being held throughout September, hosted by provider 1st The Exchange.

clock 08 August 2008 •
364365366
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page