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Mark Loosmore

Technology

Mark Loosmore: Advisers are missing out on the power in their pockets

Advisers may be clued up on mobile and remote technology but they are not making the most of it in their businesses, writes tech expert Mark Loosmore...

clock 14 September 2015 •

Technology

Mark Loosmore: Talking takeover? Then tech is vital

Mergers and acquisitions can bring huge business benefits, but firms' systems - not just their MDs - need to talk to each other...

clock 30 March 2015 •

Technology

What New Year's Eve fireworks teach us about adviser tech

What New Year's Eve fireworks teach us about adviser tech

clock 13 January 2015 •

Technology

Mark Loosmore on the RDR: Demonstrating value 18 months on

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

clock 08 July 2014 • 3 min read

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 •

Investment

Sesame Bankhall launches risk profiling tool

Sesame Bankhall Group (SBG) has created a risk profiling tool for advisers designed to comply with recent Financial Services Authority (FSA) guidance on assessing suitability.

clock 30 May 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 •

Technology

Tech review: How Skandia went from dated to rated

Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...

clock 01 December 2011 •

Technology

Tech review: Avelo braces for a busy 18 months

With the Retail Distribution Review on the horizon, portal Avelo is gearing up for an aggressive growth phase, writes AT8 Group's Mark Loosmore...

clock 24 November 2011 •
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