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IRESS

Technology

IRESS launches cashflow planning tool

Software firm IRESS is launching a cashflow modelling tool, as part of an expansion of its wealth platform.

clock 08 January 2013 •

Wrap/platforms

Sesame begins roll-out of IRESS advice platform

Sesame Bankhall Group has begun rolling out a new advice platform to its member firms.

clock 19 July 2012 •

Regulation

Sesame Bankhall: 'Huge demand' for split proposition

Network and support service provider Sesame Bankhall Group (SBG) has said a large number of its 2,800 member firms are considering a 'hybrid' practice - offering both independent and restricted advice.

clock 30 March 2012 •

Technology

Tech: Why the Australian market is leading the way

Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.

clock 28 March 2012 •

Technology

Martin steps down from Avelo board

Ivan Martin has stepped down from his position as non- executive director of technology outfit Avelo.

clock 09 March 2012 •

Your profession

Do providers know what you want?

The lang cat’s Mark Polson begins his new column in Professional Adviser by challenging providers to think more about how their products will be used.

clock 16 February 2012 •

Technology

Beyond attitude-to-risk

Mark Loosmore of IRESS surveys the new attitude-to-risk (ATR) tools deployed in the wake of the FSA’s suitability guidance.

clock 16 February 2012 •

Technology

Tech review: Money Vista given top marks, but will consumers pay £8?

Mark Loosmore, of IRESS, says Royal London's B2C Money Vista website could complement, not compete with, advisory firms...

clock 15 December 2011 •

Technology

Platform review: Why Aegon is making plenty of noise...

Last month, Aegon launched its wrap platform, ARC (Aegon Retirement Choices), to much acclaim. Here, Mark Loosmore of IRESS gives his verdict…

clock 08 December 2011 •
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