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