Zurich is developing a web-based financial planning tool for advisers, which can be used with clients who have inheritance tax mitigation needs.
I read the other day that there had been a 50% increase in the number of financial services firms going into administration, with independent financial advisers being the worst hit.
SUPPORT services provider Bankhall has teamed up with Goldman Sachs and Capita to launch a new platform offering hundreds of discounted funds for its members.
THREESIXTY is seeking strategic partnerships with a select number of wrap platform providers that will allow it to make annual bonus payments to clients.
FIDELITY FundsNetwork has exclusively revealed details of its multi-asset trusts which aim to help advisers and clients deal with IHT planning.
INDEPENDENT fund supermarket Cofunds is set to make a range of Luxembourg-domiciled funds available on its platform this week.
COFUNDS is examining ways to improve its unique website which allows IFAs to study fund performance at the touch of a button.
CHURCHOUSE Financial Planning has launched a new website called www.yourmoneymadesimple.com which will act as a marketing suite for its online financial services.
Financial advisers could gain an improved consumer presence on the internet through a service launched by Google which focuses on their local market.
FIDELITY FundsNetwork has exclusively revealed details of its new retirement planning tool.