When I ask IFAs about their internet strategy, quite often arms start to cross. Some figures suggest that half of all IFAs do not have a website. Of those that do, most are online replicas of their paper brochure.
Friends Provident and Standard Life will collaborate to share legacy information about clients' existing investment and pensions business on their respective wrap platforms.
I find the Christmas and New Year period is a great time to unwind and spend time with family and friends away from the usual rigours and stresses of a busy working schedule.
Vertex Data Sciences, the business processing outsourcing subsidiary of United Utilities has been sold for 217.5m in cash and debt to a group of US-based private equity firms.
The UK Platform Group has called on the Financial Services Authority to reform platform regulation and scrap the UK's "unique packaged product regime".
Portal Assureweb has announced its latest major deal to bring front and back-end services closer together, which involves data and research provider Defaqto.
It's Christmas afternoon, the family is round the tree and comfortably numb after the traditional feast. The fire glows brightly as yet more champagne and mince pies are passed round. The children are playing with new toys and Dad is scrutinising the...
I well remember last year's Pre-Budget Report which effectively banished residential property and things like art, wine and cars from being purchased directly by a self invested personal pension.
Origo, the standards organisation, says it will aim for ratification of XML standards for pre-offer Key Facts Ilustrations (KFIs) by March next year.
Vantage, the wealth management and private client broker modular platform launched by Investmaster Limited is claiming to be the UK's first MiFID compliant solution of its kind.