The public is very confused about independent financial advice. But then again, so is the regulator so let me explain.
The last week of my life has been dominated by technology discussions but it's been one which has also reinvigorated my interest in the web, in part because I've learned a huge amount from financial advisers about how technology can be used, as well as...
Lenders which rely on specific risk-based product pricing business models may have no choice but to review their current IT systems.
The Exchange has upgraded its back-office solution Officeweb, which will be rolled out to the current 1,500 users at no extra cost.
Advisers do not feel comfortable replacing paper with technology without a comprehensive support structure in place, according to Assureweb.
IT provider Focus Solutions has teamed up with EDS Solcorp to launch a solution for insurers to manage demand for annuity products.
Fidelity FundsNetwork has added 'traffic light-style' enhancements to its PortfolioPlanner tool, to help IFAs stay-up-to-date about potential risks to a client's asset allocation.
Capita and Vertex Financial Services have announced further changes intended to improve support for intermediary IT needs.
Norwich Union plans to rebrand its Lifetime wrap proposition in the wake of today's appointment of new managing director Clive Witter.