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Technology

Technology

IFAs expect to increasingly recommend wraps

Over half of IFAs expect to recommend wraps to a substantial proportion of their clients, claims new research from global consulting firm, Watson Wyatt.

clock 10 February 2006 •

Technology

90 days to Vertex-1st Software roadmap

IFAs may have to wait another three months before the heads of The Exchange and 1st Software are able to present full details of the roadmap leading to their intended "big picture" goal of pushing the industry towards greater ecommerce, efficiencies and...

clock 10 February 2006 •

Technology

Vertex buys 1st Software

Vertex Financial Services has bought 1st Software for £25m in cash, loan notes and debt in order to boost its ability to offer ecommerce and straight through processing in the areas of life and pensions, mortgages and investments.

clock 09 February 2006 •

Technology

Wrap platform acquires pensions planner

Wrap platform developer DSTi has acquired Pensions and Actuarial Services (PAS) to add pensions planning and calculations software to its solutions suite for UK financial advisers.

clock 06 February 2006 •

Technology

Avail Software pushes net-based suitability letters

Avail Software is raising awareness of its suitability letter writing software for IFAs available over the internet as part of a business strategy revamp that also includes new pricing options for users.

clock 03 February 2006 •

Technology

Aifa tells FSA to improve online reporting

The Association of Independent Financial Advisers has submitted a paper to the Financial Services Authority highlighting the common problems members have reported in relation to the Retail Mediation Activities Return (RMAR).

clock 01 February 2006 •

Technology

Skandia steps in to help with-profits advisers

Skandia has unveiled a new website to help investment advisers assess whether clients should continue to hold their with-profits policies, and make the transfer if appropriate.

clock 27 January 2006 •

Technology

No IT - no business

Roland Rawicz-Szczerbo, marketing director at Quay Software, suggests advisers who have yet to embrace all uses of technology in business should do so or consider a career change.

clock 25 January 2006 •

Technology

Study undoes myth of IFA tech phobia

Financial advisers are perhaps a little more ‘net savvy' than industry perception suggests, as research reveals eight out of ten intermediaries are now using broadband internet access for business and over a quarter of advisers would like to give advice...

clock 24 January 2006 •

Technology

Pru to delist Egg next month

Prudential has today announced it plans to delist Egg, its online bank, from the London Stock Exchange next month once it has bought back the remaining minority shareholdings.

clock 23 January 2006 •
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