SKANDIA'S long-awaited new fund platform, Selestia Investment Services, is launching on July 30 it has been confirmed.
STANDARD Life has added a further 52 funds to its already extensive mutual funds platform.
A technology platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.
A TECHNOLOGY platform promising to marry all an adviser firm's processes "from point of sale through to client servicing" has been launched.
Adviser firm Lighthouse Group has unveiled a fact-finding process it claims matches client risk with suitable investments with new accuracy.
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.
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.
Fund supermarket Cofunds has expanded its Luxembourg-domiciled fund range.
A series of free seminars designed to show how advisers can add value to their businesses with the latest software systems are set to take place throughout June and July.
Scottish Life, the pensions specialist arm of the Royal London Group, has rolled out changes to its website enabling customers to log into investment screens specific to their policy or scheme.