IFA portals, back office technology services, and product providers have unveiled a major education initiative to help intermediaries understand what e-business can do for them.
We are all aware of the fine of almost £1m to Nationwide for their lost laptop. This single laptop was stolen from an employee's house but it is reported that Nationwide failed to report the loss to the FSA.
THE £1m fine meted out to Nationwide by the FSA after a laptop was stolen from an employee's home has rapidly brought the issue of client data protection to advisers' attention.
Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...
Friends Provident and Standard Life will collaborate to share legacy information about clients' existing investment and pensions business on their respective wrap platforms.
Portal Assureweb has announced its latest major deal to bring front and back-end services closer together, which involves data and research provider Defaqto.
IT provider Marlborough Stirling has officially changed its name to Vertex Financial Services today, although The Exchange will keep its name and VFS will remain headquartered in Cheltenham.
The Investment Management Association is to overhaul the way in which retail funds data is presented later this year to include specific information looking at the fund of funds, tracker and ethical sectors.
US elections, the falling oil price and the view UK interest rates peaked helped UK investors find their confidence in the last quarter of 2004, says Lipper.
Online funds information service Financial Express has unveiled a new section on its TrustNet site providing price and performance data on multimanager funds.