New reporting platform for third-party IFA and direct clients
Clunky, outdated systems can mean clunky, outdated service
Finalised guidance on outsourcing to IT and cloud computing
Assureweb has signed Prudential as a new shareholder in the IT firm at the same time as revealing major new development of its core platform is to be unveiled.
BeatThatQuote.com, the two-year-old lead generation business, has broken into the annuities market for the first time, promising to match consumers with best quotes.
I find the Christmas and New Year period is a great time to unwind and spend time with family and friends away from the usual rigours and stresses of a busy working schedule.
Now the Online Finance Awards have been delivered and the various non-winners have retreated to lick their wounds, it is time to pause for some serious thoughts on what is required by way of web-improvements to keep the industry going in the right direction....
Plans to challenge the hegemony of established stock exchanges and their pricing levels may leave the more expensive providers of discretionary broking and advisory services exposed.
Plum Software, Taxbriefs and Defaqto are offering a free seminar on 30 November outlining developments in the current climate for IFAs' businesses.