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Technology

Technology

Helm Godfrey launches app to help clients manage finances

IFA and employee benefits adviser Helm Godfrey has launched its own app to allow clients to access its services 24/7.

clock 16 April 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 •

Retirement

Adrian Grace: Aegon's self-styled agitator CEO

Adrian Grace: Aegon's self-styled agitator CEO

clock 11 March 2015 •

Tools

Suitability tool looking 'beyond simply assessing risk' launched

Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.

clock 03 March 2015 •

Technology

'Seeing' future income key to retirement success

The April pension freedoms mean greater flexibility in accessing pension funds, but ensuring people are clearly picturing where their money can and will go is important to its success, says Mark Loosmore

clock 23 February 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 •

Regulation

Regulators fine three banks £56m for IT failures

Regulators have fined the Royal Bank of Scotland (RBS), NatWest and Ulster Bank £56m for IT failures which meant customers could not access banking services.

clock 20 November 2014 •

Investment

Yahoo 'set to invest in Snapchat'

Yahoo is close to investing millions of dollars in mobile messaging service Snapchat, which may value the start-up at about $10bn (£6.2bn), according to reports.

clock 06 October 2014 •

Adviser tips

Technology or bust? How to access the consumers of the future

How to access the consumers of the future

clock 12 September 2014 •

Industry voice

Industry Voice: Do you use these marketing techniques to promote your business effectively?

In today's competitive environment, it can be hard to make your business stand out. But by using effective marketing techniques, your business can maximise its potential to attract new business and retain current clients, relatively easily.

clock 09 September 2014 • 5 min read
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