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1st software

Adviser / Broking

Protection products need 'fundamental' design and distribution shift post-RDR - Avelo

Avelo has added its weight to those predicting protection sales will grow with IFAs increasing focus to it after the Retail Distribution Review (RDR) is introduced.

clock 09 August 2011 •

Technology

Standard Life reassures firms after Focus acquisition

Standard Life has promised to provide support for a wide range of back office systems despite its recent £42m acquisition of Focus Solutions.

clock 14 March 2011 •

Your profession

Providers unprepared for post-RDR adviser charging models

Only half of product providers are ready to deal with all the various possible adviser charging models post-RDR, according to new research.

clock 11 March 2011 •

Individual Protection

Insurers may remove products today:1st-Exchange

Technology provider 1st-The Exchange has revealed some providers may remove their products from the system later today in preparation for tomorrow's ruling by the European Court of Justice (ECJ), while others could do so on the day.

clock 28 February 2011 •

Technology

F&TRC unveils software system ratings

F&TRC has released the findings of its inaugural survey of IFA software systems.

clock 14 January 2011 •

Individual Protection

Advice should be jargon free - 1st Exchange

Technology provider 1st Exchange has called for the industry to use plain language to ensure product information is jargon free and more accessible to consumers.

clock 01 October 2010 •

Technology

Brooks Macdonald valuation feed added to 1st Exchange

1st Exchange has added investment management company Brooks Macdonald Asset Management (BMAM) to its list of bulk valuation services providers.

clock 23 September 2010 •

Technology

1st Exchange to launch white-label client comm's tool

Technology provider 1st Exchange is launching a white-label client communication portal for advisers.

clock 16 July 2010 •

Technology

Octopus unveils bulk valuation tool on Adviser Office

IFA back-office provider 1st Exchange has linked with Octopus Investments to provide a bulk valuation service to advisers.

clock 12 July 2010 •

Technology

1st Exchange acquires N4

1st Exchange has acquired software distributor N4 Solutions (N4) as the provider says the RDR is driving the need for more efficient technology.

clock 22 June 2010 •
12
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