Technology

It is illegal, under EU legislation, to send unsolicited emails or text messages to consumers.

Fund supermarket Cofunds says over half of all fund supermarket Isa sales are now registered on its platform, along with just under half of all Pep transfers.

Scottish Equitable will be launching at least another two new models of its Investment Risk Profiler (IRP) - a support tool for IFAs - in next year after saying feedback from the first one has been "fantastic".

An online financial planning service will be launched in the UK next week, to help independent intermediaries build action-orientated financial plans for clients and prospects.

IFAs would like to do online training, conferences, straight-through processing and e-compliance within five years, reveals IFAonline's annual Technology Survey published today.

A lot has been made of technology and the impact it can have on our working lives. In today's tough market conditions and decreasing margins, everyone in the financial services industry is trying to find new ways to improve operational efficiency.

- Tailored document management and IT solutions designed to meet the unique needs of the IFA sector, reducing business costs and improving client relations. - IFAs can benefit from Canon's dedicated document management specialists.

Are we a step closer to investment Utopia? Until a few years ago making clients' portfolios grow yea...

The leading law firms are developing advanced extranets, giving clients the ability to watch everything they do. Charles Ansdell , corporate relations manager at Inter-Alliance Group, argues in an industry plagued by low transparency and consumer confidence,...