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Technology

Technology

The 50 best apps for advisers - Part 1

Our list of the most useful apps for financial advisers (and their clients)

clock 02 February 2012 •

Group Protection

Online business set to grow - Canada Life

Canada Life has revealed that almost half of its small scheme new business is being done online.

clock 31 January 2012 •

Offshore Investment

Global online banking set to increase

Global spending on retail banking technology is set to increase by $3.6bn (3.2%) in 2012, and will hit $135bn over the next five years, reports financial services analyst Ovum.

clock 17 January 2012 •

Your profession

Six steps to making an expert-looking video for your website

Videos can give your clients a more personal view of your firm, are easy to share and can help increase the visibility of your business. Kick-off 2012 with a professional-looking video for your website in six easy steps.

clock 03 January 2012 •

Adviser / Broking

IFAs must look to technology for 2012 - Aviva

The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned.

clock 15 December 2011 •

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 •

RDR

Advisers' RDR concerns switch to profitability after opting to stay put

Less than 5% of independent financial advisers (IFAs) will leave the industry after retail distribution review (RDR) implementation, although an increasing number are worried about profitability, a survey suggests.

clock 24 November 2011 •

Regulation

Advisers confident for RDR but concerned by profits

IFAs are positive about post- RDR developments but uneasy about the bottom line, an Aviva survey has revealed.

clock 24 November 2011 •

uncategorised

Prudential launches annuity app

Prudential has released a desktop app in a bid to boost annuity business with IFAs.

clock 22 November 2011 •

Your profession

Five things your clients will call you about this week

Nationals round-up: Hargreaves Lansdown criticised, another look at investing in technology and inflation assessed.

clock 21 November 2011 •
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