1st and Prestwood have announced plans to link their systems to provide advisers with a more efficient financial planning solution.
TARGET markets are the best way of differentiating between wraps and platforms, according to Fidelity FundsNetwork and Cofunds.
Norwich Union has signed a major outsourcing contract which will see the administration of almost three million life and pensions policies in the future handled by reinsurer Swiss Re.
We are all aware of the fine of almost £1m to Nationwide for their lost laptop. This single laptop was stolen from an employee's house but it is reported that Nationwide failed to report the loss to the FSA.
IFA Systems has launched an addition to its web offering which allows clients to see the latest valuations for their products when logged into their IFA's website.
Justin Urquhart Stewart and his firm Seven Investment Management scooped several of the key intermediary-related awards at the inaugural Adnitor Platform Awards, alongside wins for Standard Life, FundsNetwork and Transact.
A financial planning software system has been launched which enables advisers to demonstrate to clients whether their current financial circumstances will allow them to meet their future lifestyle objectives.
Whizzing through the countryside on the 07.31 train to Waterloo last week, I was struck by a thought. Even though I was travelling through a handful of counties and changing twice onto different train operators, I only had to buy one ticket.
THE Institute of Financial Planning (IFP) is to issue FSA approved guidelines on wrap use amid fears advisers may overstep their authorisation and breach regulations.
THE £1m fine meted out to Nationwide by the FSA after a laptop was stolen from an employee's home has rapidly brought the issue of client data protection to advisers' attention.