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Technology

Technology

Zurich to launch web-based IHT tool

Zurich is developing a web-based financial planning tool for advisers, which can be used with clients who have inheritance tax mitigation needs.

clock 20 February 2007 •

Technology

Cutting down regulatory pressures

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.

clock 16 February 2007 •

Technology

Bankhall launches platform

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.

clock 15 February 2007 •

Technology

threesixty seeks wrap partners

THREESIXTY is seeking strategic partnerships with a select number of wrap platform providers that will allow it to make annual bonus payments to clients.

clock 15 February 2007 •

Technology

FundsNetwork reveals IHT plan

FIDELITY FundsNetwork has exclusively revealed details of its multi-asset trusts which aim to help advisers and clients deal with IHT planning.

clock 15 February 2007 •

Technology

Cofunds puts Lux funds on platform

INDEPENDENT fund supermarket Cofunds is set to make a range of Luxembourg-domiciled funds available on its platform this week.

clock 15 February 2007 •

Technology

Cofunds to expand website

COFUNDS is examining ways to improve its unique website which allows IFAs to study fund performance at the touch of a button.

clock 15 February 2007 •

Technology

Churchouse launches website

CHURCHOUSE Financial Planning has launched a new website called www.yourmoneymadesimple.com which will act as a marketing suite for its online financial services.

clock 15 February 2007 •

Technology

Local service to Google IFAs

Financial advisers could gain an improved consumer presence on the internet through a service launched by Google which focuses on their local market.

clock 09 February 2007 •

Technology

Fidelity reveals retirement tool plan

FIDELITY FundsNetwork has exclusively revealed details of its new retirement planning tool.

clock 09 February 2007 •
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