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.
Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.
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.
A financial adviser and a former banker have launched a financial planning tool which projects retirement incomes.
The insurance industry is being held back by poor data capture, substandard analysis and lack of integration between systems, Medicals Direct Group has said.
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.
Employee benefit consultant Bluefin Corporate has launched Retirement Gateway, a suite of tools to help employees plan their retirement.
Legal & General has launched a free protection app for iPhones and iPads.
Last year, Tenet signed a deal with Focus Solutions to create a new breed of technology solution for its members called Tenet Advantage.
The Platforum has beefed up its team with three new hires as it gears up for growth in the digital and corporate markets.