Threesixty has designed a free template security policy to help IFAs establish measures to tackle fraudsters.
Fee-based IFA support firm threesixty has designed a template security policy to help financial advisers establish measures to tackle fraudsters.
A website enabling visitors to search for whole of market mortgage advisers has been launched.
Novia, the new wealth management platform established by Selestia co-founder Bill Vasilieff, will not charge fund switching or re-registration fees.
Wrap provider Ascentric has expanded its business development team to promote its services to major IFA accounts, national adviser groups and IFA networks.
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.
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.
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.
Wrap provider Ascentric has appointed Robert Beverley to its business development team as strategic accounts manager.
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.