Technology

Developments in internet technology, online mortgage product availability, and TCF requirements mean intermediary businesses must in future pay greater attention to how they handle leads.

In my blog last month I tried to brew up a storm with my suggestion that neither the public nor the regulator understood the difference between independent financial advice and independent financial sales.

adviser clinic

We have an emerging dilemma in terms of investment management and how an IFA can add value, or maybe more pertinently, justify their 0.5% trail commission.

Winterthur Life has launched an enhanced online adviser tool for investments including the ability analyse holdings of third party products.

I've just emailed my presentations to the organisers of PIMS International which takes place later this week. And in a couple of weeks' time, just after the Institute of Financial Planning's Conference in the Midlands, I'm off to the Asia-Pacific Financial...

Portfolio management service FinanceCube is aiming to take industry training to a new level by offering a series of workshops and seminars through media which includes online and on podcasts.

An as yet un-branded integrated platform from Selestia and Skandia will be available from next summer.

The bad news is it still looks likely any number of additional wrap propositions could come to market, while the good news is existing platforms are beginning to differentiate themselves on a feedback basis.

Scottish online mortgage broker Moneyquest has launched a consultancy division of the company which is designed to teach professional adviser firms and IFAs how to make the most of their web presence.