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

Tech-aware brokers thrive on new regs - NU

Controversial findings of a Norwich Union survey suggest insurance brokers comfortable with technology would not be sad to see a thinning of the ranks of intermediaries who are less used to IT in business.

clock 28 June 2004 •

Technology

Maladministration damages reputations and finances - poll

One in five financial services providers regularly lose customer documentation and one-third of IFAs have to wait three or four weeks for firms to process documents, suggests a poll of advisers.

clock 25 June 2004 •

Technology

'Third' version of 1st launched

1st Software has launched the latest fully upgraded version of its Adviser Office desktop software for IFAs, which it will start rolling out through next month.

clock 24 June 2004 •

Technology

New investor tools from Charles Schwab

Charles Schwab UK, a foreign branch office of US-based Charles Schwab & Co, is in discussions with "institutions" about new equities ratings and research tools, which could mean new tools for IFAs for use with their investment clients.

clock 24 June 2004 •

Technology

Amex launches 'first of three' distributor deals

American Express has announced a wrap platform deal with adviser firm Thinc set to be followed shortly by at least two more as the multinational executes its move into the technology and support services side of UK financial services.

clock 14 June 2004 •

Technology

tip top introducer to pass online leads

An online introducer service is being launched for both consumers and IFAs which could challenge IFA Promotion's role of passing on local financial services business leads.

clock 11 June 2004 •

Technology

Synaptic research and FTSE updates go live today on IFAonline

IFAonline is adding additional services to its portal which offer IFAs FREE access to selected Synaptic PRI research as well as a daily feed of the latest FTSE 100 index data.

clock 04 June 2004 •

Technology

Selestia's ongoing strategy outlined

A host of online tools looking at with-profits investments, asset allocation, yield incomes, e-commerce, regulation and UK savings are being developed by Selestia over the coming months, says Owain Kember, IFA marketing manager.

clock 04 June 2004 •

Technology

NU website goes crazy for golf

Norwich Union has just unveiled an online golf game which is already attracting huge numbers of intermediary users.

clock 02 June 2004 •

Technology

Zurich helps IFAs with tech issues

Zurich IFA group has teamed up with a technical provider to offer advisers a wide range of technical support services.

clock 02 June 2004 •
438439440
  • 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