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online

Technology

New investor tools from Charles Schwab

Charles Schwab UK, a foreign branch office of US-based Charles Schwab & Co, is in discussions with "institutions" about new equities ratings and research tools, which could mean new tools for IFAs for use with their investment clients.

clock 24 June 2004 •

Technology

tip top introducer to pass online leads

An online introducer service is being launched for both consumers and IFAs which could challenge IFA Promotion's role of passing on local financial services business leads.

clock 11 June 2004 •

Investment

National Savings & Investments launches new online calculator

Calculating how much money clients can put away tax free with National Savings & Investments should be easier with the launch of a new online tool by the government agency.

clock 05 May 2004 •

Technology

CML launches online mortgage advice

The Council of Mortgage Lenders is offering help to both lenders and mortgage intermediaries in the form of a new online training package focused on the regulatory regime coming into effect later this year.

clock 26 April 2004 •

Technology

Online 'on risk' approach broached

Webline and PMI provider Health-on-line have inked a deal that will enable IFAs' clients to get quotes or buy PMI 24/7 through their own websites.

clock 15 March 2004 •

Technology

Mortgage T&C site now fully online

Mortgageassess, the online services established jointly by the LIA, SOFA and CII is now fully up and running.

clock 16 February 2004 •
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