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Technology

Technology

Bankhall's Portavista goes live

Bankhall's platform Portavista is now live for trading, eight months after its launch was first announced.

clock 27 May 2008 •

Technology

Selestia co-founder Vasilieff to launch new Novia wrap

Bill Vasilieff, ex sales and marketing director at Selestia, is set to launch a new wealth management platform called Novia later this year.

clock 19 May 2008 •

Technology

Of sales, guidance and advice

Thanks to the FSA, we now have one new word and another defined to add to the industry dictionary, "guided sales" and "advice".

clock 19 May 2008 •

Technology

IFAs urged to shun platforms not allowing free asset transfers

IFA support firm Parmenion has called on advisers to turn away business with any platforms not permitting free and open asset transfers.

clock 15 May 2008 •

Technology

Friends Prov launches protection tracking alerts

Friends Provident has launched a new automated alert service allowing advisers to track new protection cases.

clock 13 May 2008 •

Your profession

Small firms spend more on regulation - Deloitte

Small financial firms are spending more on governance and compliance than their larger counterparts as regulation costs hit record highs, a Deloitte study suggests.

clock 12 May 2008 •

Technology

AToM links with E-Trading Centre

All Types of Mortgages (AToM) has announced it is linking its agreement in principle (AIP) form to Trigold's E-Trading Centre (ETC).

clock 12 May 2008 •

Your profession

A conflict of interest?

As further evidence of our continued commitment to build the business that our IFAs want to see, we recently saw the first annual Nucleus Strategy Sessions meeting.

clock 12 May 2008 •

Protection

Skandia launches business protection site for IFAs

A website designed to help advisers guide clients on the essentials of business protection has been launched by Skandia.

clock 09 May 2008 •

Technology

Skandia notes recurring income and platform link

PLATFORMS are set to play an increasingly important role for advisers looking to generate recurring income by changing their business model, according to research conducted by Skandia.

clock 08 May 2008 •
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