Professional Adviser www.professionaladviser.com Artificial intelligence in advice: Finding the winning formula <img alt="Artificial intelligence in advice: Finding the winning formula" src="https://www.professionaladviser.com/api/v1/wps/b200b10/8d2ce4e5-716f-4656-8eea-bc8ae115f3cf/7/AI-185x114.jpg" /> <p><!--summary start--> Russell Andrews looks at the use of artificial intelligence in the advice process in his latest article for Professional Adviser <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b200b10/8d2ce4e5-716f-4656-8eea-bc8ae115f3cf/7/AI-185x114.jpg https://www.professionaladviser.com/opinion/4111756/ai-advice-finding-winning-formula https://www.professionaladviser.com/opinion/4111756/ai-advice-finding-winning-formula https://www.professionaladviser.com/opinion/4111756/ai-advice-finding-winning-formula Wed, 12 Apr 2023 14:36:20 +0000 David Downie: Express trust registration - what advisers need to know <img alt="David Downie: Express trust registration - what advisers need to know" src="https://www.professionaladviser.com/api/v1/wps/fc42a29/5ec1e670-37b6-423a-a9ad-cd8bb2e235b2/3/iStock-1182046097-185x114.jpg" /> <p><!--summary start--> David Downie sets out what advisers need to know about express trust registration in his latest article for Professional Adviser... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fc42a29/5ec1e670-37b6-423a-a9ad-cd8bb2e235b2/3/iStock-1182046097-185x114.jpg https://www.professionaladviser.com/opinion/4049414/david-downie-express-trust-registration-advisers https://www.professionaladviser.com/opinion/4049414/david-downie-express-trust-registration-advisers https://www.professionaladviser.com/opinion/4049414/david-downie-express-trust-registration-advisers Wed, 18 May 2022 09:32:58 +0000 Planning on cusp of a 'golden age' as tech serves growing demand <img alt="Planning on cusp of a &#39;golden age&#39; as tech serves growing demand" src="https://www.professionaladviser.com/api/v1/wps/7aa63f3/7f2fcaec-4642-40eb-9ffc-bc0d99c1b21a/8/joshua-sortino-LqKhnDzSF-8-unsplash-185x114.jpg" /> <p><!--summary start--> Financial planning is on the cusp of a “golden age”, according to Dynamic Planner chief executive Ben Goss, as growing demand can be more easily met through the adoption of technology. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7aa63f3/7f2fcaec-4642-40eb-9ffc-bc0d99c1b21a/8/joshua-sortino-LqKhnDzSF-8-unsplash-185x114.jpg https://www.professionaladviser.com/news/4044267/planning-cusp-golden-age-tech-serves-growing-demand https://www.professionaladviser.com/news/4044267/planning-cusp-golden-age-tech-serves-growing-demand https://www.professionaladviser.com/news/4044267/planning-cusp-golden-age-tech-serves-growing-demand Wed, 2 Feb 2022 10:33:15 +0000 Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months <img alt="Tilney Smith &amp; Williamson sees gross inflows of £4.5bn in nine months" src="https://www.professionaladviser.com/api/v1/wps/c84e8c2/5f7b8213-db29-46ca-b4ec-70d65eb444a6/11/Chris-Woodhouse-185x114.jpg" /> <p><!--summary start--> Tilney Smith & Williamson has attracted £4.5bn of gross new business in the first nine months of 2021, bringing assets under management to £56bn. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c84e8c2/5f7b8213-db29-46ca-b4ec-70d65eb444a6/11/Chris-Woodhouse-185x114.jpg https://www.professionaladviser.com/news/4039568/tilney-smith-williamson-gross-inflows-gbp-5bn-months https://www.professionaladviser.com/news/4039568/tilney-smith-williamson-gross-inflows-gbp-5bn-months https://www.professionaladviser.com/news/4039568/tilney-smith-williamson-gross-inflows-gbp-5bn-months Mon, 1 Nov 2021 15:55:07 +0000 Suspicious activity reports by staff at financial firms exceeded one million during 2019-20 <img alt="Suspicious activity reports by staff at financial firms exceeded one million during 2019-20" src="https://www.professionaladviser.com/api/v1/wps/7175c40/f2f26c25-3be8-4e02-a4f5-5b020e0515f2/7/iStock-1271787791-185x114.jpg" /> <p><!--summary start--> Suspicious activity reports submitted by staff at financial firms have been steadily increasing in number year-on-year since 2017, according to data from the FCA. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7175c40/f2f26c25-3be8-4e02-a4f5-5b020e0515f2/7/iStock-1271787791-185x114.jpg https://www.professionaladviser.com/news/4039542/suspicious-activity-reports-staff-financial-firms-exceeded-million-2019 https://www.professionaladviser.com/news/4039542/suspicious-activity-reports-staff-financial-firms-exceeded-million-2019 https://www.professionaladviser.com/news/4039542/suspicious-activity-reports-staff-financial-firms-exceeded-million-2019 Mon, 1 Nov 2021 12:35:24 +0000 Ark Financial Leads launches protection and mortgage lead service <p><!--summary start--> A new lead generation provider has launched on the protection and mortgage markets with plans to enter the pensions and investments sectors later this year. <!--summary end--></p> https://www.professionaladviser.com/news/2015693/ark-financial-leads-launches-protection-mortgage-lead-service https://www.professionaladviser.com/news/2015693/ark-financial-leads-launches-protection-mortgage-lead-service Mon, 31 Jan 2011 14:50:00 +0000 Capita releases split cover life and CI quotation tool <p><!--summary start--> Capita Financial Software has developed a new quotation service for split cover life and critical illness (CI) policies. <!--summary end--></p> https://www.professionaladviser.com/news/1593209/capita-releases-split-cover-life-ci-quotation-tool https://www.professionaladviser.com/news/1593209/capita-releases-split-cover-life-ci-quotation-tool Tue, 23 Feb 2010 16:36:39 +0000 L&G launches OLP Connect on mortgage network <p><!--summary start--> Legal & General has rolled out its online new business system to its mortgage network, Legal & General Partnerships Services Limited (LGPSL). <!--summary end--></p> https://www.professionaladviser.com/news/1565201/-launches-olp-connect-mortgage-network https://www.professionaladviser.com/news/1565201/-launches-olp-connect-mortgage-network Tue, 8 Dec 2009 10:04:00 +0000 Evaluate Technologies set to swell staff by a fifth <p><!--summary start--> Evaluate Technologies will recruit up to 10 staff by the start of next year as it looks to expand further into the online mortgage sourcing market. <!--summary end--></p> https://www.professionaladviser.com/news/1562887/evaluate-technologies-aims-swell-staff-fifth https://www.professionaladviser.com/news/1562887/evaluate-technologies-aims-swell-staff-fifth Fri, 20 Nov 2009 12:53:00 +0000 Plum Software unveils ID check service <p><!--summary start--> Plum Software has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations. <!--summary end--></p> https://www.professionaladviser.com/news/1529779/plum-software-unveils-id-check-service https://www.professionaladviser.com/news/1529779/plum-software-unveils-id-check-service Fri, 21 Aug 2009 15:16:00 +0000 Trigold merger with Crystal finalised <p><!--summary start--> A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands. <!--summary end--></p> https://www.professionaladviser.com/news/1338397/trigold-merger-crystal-finalised https://www.professionaladviser.com/news/1338397/trigold-merger-crystal-finalised Fri, 1 May 2009 10:40:00 +0000 Is the Trigold/Crystal merger good news for the industry? <p><!--summary start--> This week saw the announcement Trigold and Crystal have merged. Not a surprise in many ways, as both are among the market leaders for supplying mortgage technology solutions, but their respective offerings were focused on different functional niches. <!--summary end--></p> https://www.professionaladviser.com/opinion/1351747/-trigold-crystal-merger-news-industry https://www.professionaladviser.com/opinion/1351747/-trigold-crystal-merger-news-industry Fri, 1 May 2009 08:30:00 +0000 Platform for professionals <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/feature/1356275/platform-professionals https://www.professionaladviser.com/feature/1356275/platform-professionals Fri, 1 May 2009 01:00:00 +0000 Direct products go live on Trigold <p><!--summary start--> Mortgage sourcing provider Trigold has upgraded its Prospector sourcing system to display direct products offered by lenders to enhance advisers' research capabilities. <!--summary end--></p> https://www.professionaladviser.com/news/1346773/direct-products-live-trigold https://www.professionaladviser.com/news/1346773/direct-products-live-trigold Wed, 8 Apr 2009 14:30:00 +0000 Trigold and Crystal in merger <p><!--summary start--> Trigold and Crystal Software Solutions have confirmed they are to merge into a combined business called Trigold Crystal Ltd, subject to formal consent from shareholders. <!--summary end--></p> https://www.professionaladviser.com/news/1346944/trigold-crystal-merger https://www.professionaladviser.com/news/1346944/trigold-crystal-merger Mon, 6 Apr 2009 16:45:00 +0000 1ST - The Exchange signs Exweb deal with HSBC <p><!--summary start--> HSBC Bank has selected 1st - The Exchange's Exweb as its quotation platform, for exclusive integration with the bank's 'Solutions' point of sale (POS) system. <!--summary end--></p> https://www.professionaladviser.com/news/1353633/1st-exchange-signs-exweb-deal-hsbc https://www.professionaladviser.com/news/1353633/1st-exchange-signs-exweb-deal-hsbc Thu, 2 Apr 2009 10:29:00 +0000 How do you see the platform market evolving in the UK? Can you see platforms becoming a vital part of how advisers do business? <p><!--summary start--> Each month, we ask our industry to answer one big question! <!--summary end--></p> https://www.professionaladviser.com/analysis/1356390/-platform-market-evolving-uk-platforms-vital-advisers-business https://www.professionaladviser.com/analysis/1356390/-platform-market-evolving-uk-platforms-vital-advisers-business Wed, 1 Apr 2009 01:00:00 +0000 Awakening adviser interest in the platform <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/opinion/1356352/awakening-adviser-platform https://www.professionaladviser.com/opinion/1356352/awakening-adviser-platform Sun, 1 Mar 2009 00:00:00 +0000 A pension revolution <p><!--summary start--> One leading IFA firm in Scotland explains how going on platform is transforming their pension offering <!--summary end--></p> https://www.professionaladviser.com/feature/1356094/-pension-revolution https://www.professionaladviser.com/feature/1356094/-pension-revolution Sun, 1 Mar 2009 00:00:00 +0000 Trigold offers free software trial <p><!--summary start--> Trigold is offering a free two-month trial of its sourcing software to users of Mortgage 2000's Encore system, after the latter announced it would be exiting the sourcing market. <!--summary end--></p> https://www.professionaladviser.com/news/1353031/trigold-offers-free-software-trial https://www.professionaladviser.com/news/1353031/trigold-offers-free-software-trial Tue, 24 Feb 2009 15:30:00 +0000 Trigold considers direct product move <p><!--summary start--> Mortgage sourcing provider Trigold is undertaking a survey of brokers to gauge their feelings about the need for sourcing systems to show direct-only products. <!--summary end--></p> https://www.professionaladviser.com/news/1352739/trigold-considers-direct-product https://www.professionaladviser.com/news/1352739/trigold-considers-direct-product Thu, 15 Jan 2009 10:45:00 +0000 Innovation in annuities <p><!--summary start--> Nick Flynn discusses how recent underwriting innovations have affected the annuity industry <!--summary end--></p> https://www.professionaladviser.com/feature/1356131/innovation-annuities https://www.professionaladviser.com/feature/1356131/innovation-annuities Thu, 1 Jan 2009 00:00:00 +0000 And it's a wrap <p><!--summary start--> Mark Polson looks at freedom of movement between wrap platforms <!--summary end--></p> https://www.professionaladviser.com/feature/1356199/-wrap https://www.professionaladviser.com/feature/1356199/-wrap Thu, 1 Jan 2009 00:00:00 +0000 No white knight <p><!--summary start--> Adrian Shandley gives his views on how the wrap market needs to evolve <!--summary end--></p> https://www.professionaladviser.com/feature/1356201/-white-knight https://www.professionaladviser.com/feature/1356201/-white-knight Mon, 1 Dec 2008 00:00:00 +0000 Lead reporting added to Trigold <p><!--summary start--> Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads. <!--summary end--></p> https://www.professionaladviser.com/news/1338825/lead-reporting-added-trigold https://www.professionaladviser.com/news/1338825/lead-reporting-added-trigold Tue, 28 Oct 2008 08:00:00 +0000 Advisers warned on point-of-sale TCF <p><!--summary start--> Financial advisers are being warned they could face another TCF challenge via their point-of-sale providers. <!--summary end--></p> https://www.professionaladviser.com/news/1348053/advisers-warned-sale-tcf https://www.professionaladviser.com/news/1348053/advisers-warned-sale-tcf Mon, 22 Sep 2008 16:30:00 +0000 Trigold unveils Case Manager mortgage software <p><!--summary start--> Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files. <!--summary end--></p> https://www.professionaladviser.com/news/1356033/trigold-unveils-case-manager-mortgage-software https://www.professionaladviser.com/news/1356033/trigold-unveils-case-manager-mortgage-software Thu, 24 Jul 2008 11:45:00 +0000 Leads offered on Trigold platform <p><!--summary start--> Trigold has partnered with LeadPoint to allow brokers to source new business directly through their Trigold system. <!--summary end--></p> https://www.professionaladviser.com/news/1342094/leads-offered-trigold-platform https://www.professionaladviser.com/news/1342094/leads-offered-trigold-platform Tue, 17 Jun 2008 14:00:00 +0000 Year of the Wrap <p><!--summary start--> Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings. <!--summary end--></p> https://www.professionaladviser.com/feature/1356343/-wrap https://www.professionaladviser.com/feature/1356343/-wrap Sun, 1 Jun 2008 01:00:00 +0000 DUAL-PRICING CAMPAIGN - Last chance to give your views <p><!--summary start--> IFAonline.co.uk has been inundated with comments on mortgage dual-pricing over the last few months. In response to requests from our readers, we are launching a campaign on the issue with a view to making the FSA listen properly to advisers' and brokers' concerns. <!--summary end--></p> https://www.professionaladviser.com/feature/1335598/dual-pricing-campaign-chance-views https://www.professionaladviser.com/feature/1335598/dual-pricing-campaign-chance-views Wed, 28 May 2008 11:10:00 +0000 AToM links with E-Trading Centre <p><!--summary start--> All Types of Mortgages (AToM) has announced it is linking its agreement in principle (AIP) form to Trigold's E-Trading Centre (ETC). <!--summary end--></p> https://www.professionaladviser.com/news/1343600/atom-links-trading-centre https://www.professionaladviser.com/news/1343600/atom-links-trading-centre Mon, 12 May 2008 15:00:00 +0000 Forming the right model <p><!--summary start--> Technology-based business models are an attractive option for many adviser firms. However, Keith Hare urges advisers to think carefully before making a choice - you may already have the best solution <!--summary end--></p> https://www.professionaladviser.com/feature/1356385/forming-model https://www.professionaladviser.com/feature/1356385/forming-model Sat, 1 Mar 2008 00:00:00 +0000 CHL integrates with Trigold systems <p><!--summary start--> CHL Mortgages has become fully integrated with Trigold's E-Trading Centre (ETC). <!--summary end--></p> https://www.professionaladviser.com/news/1348936/chl-integrates-trigold-systems https://www.professionaladviser.com/news/1348936/chl-integrates-trigold-systems Thu, 22 Nov 2007 13:00:00 +0000 Supporting the wrap <p><!--summary start--> Wrap accounts continue to bring real benefits for advisers helping their clients plan for retirement says Malcolm Murray <!--summary end--></p> https://www.professionaladviser.com/feature/1356655/supporting-wrap https://www.professionaladviser.com/feature/1356655/supporting-wrap Sat, 1 Sep 2007 01:00:00 +0000 Woolwich links to Trigold's e-trading centre <p><!--summary start--> Woolwich is now able to receive full mortgage applications from Trigold's Prospector AAA sourcing system and e-trading centre. <!--summary end--></p> https://www.professionaladviser.com/news/1343626/woolwich-links-trigold-trading-centre https://www.professionaladviser.com/news/1343626/woolwich-links-trigold-trading-centre Wed, 11 Oct 2006 14:00:00 +0000 MTE beats Origo in setting common mortgage standards <p><!--summary start--> The Mortgage Trading Exchange has stolen a march on Origo, by opening its electronic trading standards to enable them to integrate with other trading platforms. <!--summary end--></p> https://www.professionaladviser.com/news/1339243/mte-beats-origo-setting-common-mortgage-standards https://www.professionaladviser.com/news/1339243/mte-beats-origo-setting-common-mortgage-standards Wed, 27 Sep 2006 15:00:00 +0000 GMAC-RFC integrates POS system with Trigold <p><!--summary start--> GMAC-RFC has fully integrated its point of sale (POS) system with Trigold's Electronic Trading Centre. <!--summary end--></p> https://www.professionaladviser.com/news/1349191/gmac-rfc-integrates-pos-trigold https://www.professionaladviser.com/news/1349191/gmac-rfc-integrates-pos-trigold Wed, 29 Mar 2006 09:00:00 +0000 Trigold join with Focus for Z-app service <p><!--summary start--> Trigold has teamed up with Focus Business Solutions to produce a new mortgage application service called ‘Z-apps'. <!--summary end--></p> https://www.professionaladviser.com/news/1342124/trigold-join-focus-app-service https://www.professionaladviser.com/news/1342124/trigold-join-focus-app-service Thu, 23 Mar 2006 16:00:00 +0000 Ami launches equity release web page <p><!--summary start--> The Association of Mortgage Intermediaries has launched a web page for members providing information on equity release products and a "good practice" factsheet. <!--summary end--></p> https://www.professionaladviser.com/news/1347188/ami-launches-equity-release-web-page https://www.professionaladviser.com/news/1347188/ami-launches-equity-release-web-page Thu, 2 Mar 2006 08:00:00 +0000