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Technology

Insurer

Provider systems must support clients post sale - advisers

Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.

clock 04 October 2011 •

Wrap/platforms

How does your wrap or platform rate?

Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.

clock 29 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •

uncategorised

Ex-banker and IFA launch consumer retirement tool

A financial adviser and a former banker have launched a financial planning tool which projects retirement incomes.

clock 23 September 2011 •

Technology

Poor data usage hampers protection sector - Medicals Direct

The insurance industry is being held back by poor data capture, substandard analysis and lack of integration between systems, Medicals Direct Group has said.

clock 21 September 2011 •

Technology

Small firm focus: How I reach out to clients

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

clock 21 September 2011 •

uncategorised

Bluefin launches suite of retirement tools on Orbit portal

Employee benefit consultant Bluefin Corporate has launched Retirement Gateway, a suite of tools to help employees plan their retirement.

clock 16 September 2011 •

Marketing

L&G release free iPhone protection app for advisers

Legal & General has launched a free protection app for iPhones and iPads.

clock 16 September 2011 •

Wrap/platforms

How does Tenet's tech strategy stack up?

Last year, Tenet signed a deal with Focus Solutions to create a new breed of technology solution for its members called Tenet Advantage.

clock 15 September 2011 •

Wrap/platforms

The Platforum hires former Yahoo man in digital push

The Platforum has beefed up its team with three new hires as it gears up for growth in the digital and corporate markets.

clock 12 September 2011 •
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