Technology

A new internet-based service has been launched which is designed to help consumers find a financial adviser in their region.

Sesame, has endorsed UNIPASS for use by its members, Origo has revealed this morning.

Prudential has added new contract enquiry links to three back-office software providers as part of its adviser extranet service.

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

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...

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.

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.

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.

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).

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.