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internet

Your profession

The challenges of a New Year

I have been reading the excellent article by Martin Bamford about the expected blue water between financial salespeople and true advisers which are thought provoking. In addition, Phil Calvert documents the power that the internet can hold in the successful...

clock 19 January 2007 •

Your profession

Intermediaries slow to adopt ecommerce - report

Financial services providers predict only one in four of their intermediaries will send transaction data via the internet one year from now, according to a report from PricewaterhouseCoopers and the Confederation of British Industry.

clock 08 January 2007 •

Technology

I'm dreaming of a web Christmas

It's Christmas afternoon, the family is round the tree and comfortably numb after the traditional feast. The fire glows brightly as yet more champagne and mince pies are passed round. The children are playing with new toys and Dad is scrutinising the...

clock 21 December 2006 •

Technology

IFAs have net users all wrong

I've spent what seems like most of the last month at a variety of industry conferences. I've met a huge range of IFAs across the UK, Europe, India, Australia, Singapore and China - each with their own priorities.

clock 09 November 2006 •

Technology

Webcasts and podcasts train IFAs to harness online

Portfolio management service FinanceCube is aiming to take industry training to a new level by offering a series of workshops and seminars through media which includes online and on podcasts.

clock 22 September 2006 •

Technology

Broker supports quest to make money from the web

Scottish online mortgage broker Moneyquest has launched a consultancy division of the company which is designed to teach professional adviser firms and IFAs how to make the most of their web presence.

clock 20 September 2006 •

Technology

IFA service nets the online client

A financial planning firm has launched online advice services which target consumers who prefer to do their shopping and manage money over the internet.

clock 12 September 2006 •

Mortgages

SME IFAs can take advantage of the web

The internet has changed everything. It has revolutionised the way consumers research, find and apply for products, as well as the way services themselves are fulfilled.

clock 12 September 2006 •

Technology

Technology combines phone and web advice

Principal, the Welsh building society, has launched an innovative financial advisory service giving consumers technology-driven whole-of-market mortgage advice.

clock 26 June 2006 •

Technology

Ecommerce boost from EU

Ecommerce for intermediaries is likely to be one of the beneficiaries of the decision by EU member states pledging new targets for internet access for all citizens.

clock 15 June 2006 •
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