Technology

Independent financial advisers are not required to use more than one wrap platform if they conclude it is in the bests interest of the client to place their assets through such services, the FSA says.

Savings of up to 50% in overheads associated with manual processing of settlement and asset services are being promised from the deal to acquire EMXCo by Euroclear, the owner of CRESTCo.

Software firm BancTec has launched a mortgage processing support solution that it says is designed to enable independent financial advisors, brokers and field sales staff to process and monitor all stages of the mortgage application remotely.

I was out on the road last week chairing conferences on the development of the wrap and platform market, and learned some valuable lessons about the reality of the adviser business.

During the course of this year I've been giving a lot of thought to technology. Our own experiences of technology within Informed Choice have meant I have sat through hours of presentations, read various books on the subject and had conversations with...

Now the Online Finance Awards have been delivered and the various non-winners have retreated to lick their wounds, it is time to pause for some serious thoughts on what is required by way of web-improvements to keep the industry going in the right direction....

The bar for good online services has been raised yet again at the Seventh Annual Incisive Media Online Finance Awards 2006.

QUOTATIONS for lifestyle annuity rates are being provided for the first time via an online portal through a new development by The Exchange.

SKANDIA has launched a new online inheritance tax calculator and published a short guide to help advisers negotiate their way through the IHT reporting maze.

I have rarely seen a subject matter that polarises the adviser community so much as equity release. Love or hate, black or white - there is little sitting on the fence or shades of grey.