professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Technology

Winterthur rolls out enhanced online tools

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

clock 28 September 2006 •

Technology

Jetsetting through the conference circuit

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...

clock 28 September 2006 •

Technology

Webcasts and podcasts train IFAs to harness online

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.

clock 22 September 2006 •

Technology

Selestia and Skandia provide platform update

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

clock 22 September 2006 •

Technology

Feedback starting to wrap industry

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.

clock 20 September 2006 •

Technology

Broker supports quest to make money from the web

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.

clock 20 September 2006 •

Technology

MiFID costs 'no comment'

Martin Paine, chief technology officer of the London Stock Exchange, says preparations for MiFID will cost money, but he will not say how much.

clock 19 September 2006 •

Technology

Online face-to-face advice moves closer

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.

clock 19 September 2006 •

Technology

Abbey Wrap throws out the bathwater

Abbey's wrap proposition is to rebrand as James Hay Wrap on 30 October, and will infuture rely on core software from InfoComp.

clock 18 September 2006 •

Technology

TCF challenge to marketing communications

TCF and not MiFID is the immediate challenge to providers and distributors, according to marketing agency Teamsprit.

clock 18 September 2006 •
410411412
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page