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.
Martin Paine, chief technology officer of the London Stock Exchange, says preparations for MiFID will cost money, but he will not say how much.
Five years ago, the Society of Financial Advisers asked delegates at its annual conference what they would like to be able to do with technology in five years time.
Abbey's wrap proposition is to rebrand as James Hay Wrap on 30 October, and will infuture rely on core software from InfoComp.
TCF and not MiFID is the immediate challenge to providers and distributors, according to marketing agency Teamsprit.