Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.
Mark Loosmore of AT8 Group looks at the technology SimplyBiz uses to provide services to its members.
This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.
Nothing however beats learning about how these solutions are used in real life so we have taken a few weeks out to speak to the networks and service providers about the problems they are trying to solve and the best solutions they have found, including...
Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.
Mark Loosmore of AT8 Group dissects the latest life planning tool available on the iPad.
This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/
Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.
Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.
Around 50% of products currently on the market will not allow advisers to meet their RDR requirements, according to new research from administrator Capita and consultancy AT8 Group.