Hot on the heels of clocking up a ton of advisers last week, Ascentric has hit £100m of funds on its wrap platform.
I had to laugh the other day when I caught the end of a film from the late 1980s - big hair and even bigger mobile phones. As time has passed, the size of mobile phones has decreased at the same rate as their sophistication has grown. At what point did...
Joined-up customer communications used to be something of a pipe-dream in the financial intermediary sector.
ZURICH UK Life Business has joined forces with Quay Software to provide advisers with real-time valuations on Zurich products through Quay's Client Care Desktop (CCD) software package.
I had an interesting chat a couple of days ago with IFAonline's own Jennifer Bollen on the threats to wrap providers from IFA back office system providers.
A website for IFAs detailing updates, commentary and opinion on the Retail Distribution Review (RDR) has been launched by Winterthur.
AXA Wealth Management has launched an ‘express' version of its online planning tool, which allows IFAs to transact new business in five steps.
Winterthur has launched a dedicated service on its website to provide updates, commentary and opinion on the FSA's Retail Distribution Review (RDR).
Advisers can now access real-time valuations on Zurich products after the investment firm linked to a Quay Software.
2Plan, the new national IFA firm, has linked up with The Exchange to offer the Exweb platform to its advisers.