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.
Roland Rawicz-Szczerbo, marketing director at Quay Software, suggests advisers who have yet to embrace all uses of technology in business should do so or consider a career change.
Financial advisers are perhaps a little more ‘net savvy' than industry perception suggests, as research reveals eight out of ten intermediaries are now using broadband internet access for business and over a quarter of advisers would like to give advice...
Prudential has today announced it plans to delist Egg, its online bank, from the London Stock Exchange next month once it has bought back the remaining minority shareholdings.
Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.
Capita's objective through its acquisitions of Webline and Quay Software is to aggregate policy data and customer information and "put it on the adviser's desktop", says Steve Parkinson managing director Capita Life and Pensions.
Fidelity FundsNetwork has added new features to its service intended to boost users' ability to configure the platform to their own particular preferences.