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
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • 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

New Star opens up International Property to new platforms

NEW Star Asset Management has made its International Property fund available to intermediaries using the Skandia and FundsNetwork platforms.

clock 02 July 2007 •

Technology

Technology enables income diversification

At the time of writing, the industry is holding its breath to learn what the FSA has to say under the Retail Distribution Review.

clock 29 June 2007 •

Mortgages

Technology helping us poor networkers

Networking is a business activity we all engage in to attract new customers and build our firms.

clock 25 June 2007 •

Technology

Skandia fund platform set for July launch

SKANDIA'S long-awaited new fund platform, Selestia Investment Services, is launching on July 30 it has been confirmed.

clock 21 June 2007 •

Technology

Standard Life adds 52 funds to platform

STANDARD Life has added a further 52 funds to its already extensive mutual funds platform.

clock 18 June 2007 •

Technology

'All-in' adviser tool launched

A technology platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.

clock 15 June 2007 •

Technology

True Potential launches 'all-in' tool

A TECHNOLOGY platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.

clock 15 June 2007 •

Technology

Lighthouse unveils new client risk strategy

Adviser firm Lighthouse Group has unveiled a fact-finding process it claims matches client risk with suitable investments with new accuracy.

clock 12 June 2007 •

Technology

Maintaining the right impression

As in any relationship, a close relationship with clients relies on good communication. With increasing competition and globalisation within financial services, this is becoming more important than ever.

clock 12 June 2007 •

Technology

Lighthouse launches new client risk initiative

IFA firm Lighthouse Group has linked up with F&C and Distribution Technology to launch a Client Risk Matching Initiative, which it said will result in asset allocation for clients that is most appropriately matched with their attitude to risk.

clock 12 June 2007 •
367368369
  • 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