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Technology

Technology

Tech review: Dynamic Planner

Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.

clock 07 July 2011 •

Investment

Tech review: A closer look at Selectapension

Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.

clock 30 June 2011 •

uncategorised

MPs grill DWP over 'train crash' reforms

MPs yesterday grilled senior civil servants in the Department for Work and Pensions (DWP) over concerns the government's reforms cannot be implemented.

clock 28 June 2011 •

Economics / Markets

LIVE Friday Finance: Is there a new dotcom bubble?

With Facebook being valued at $60bn, there are fears another dotcom bubble is forming, ten years after the last one.

clock 24 June 2011 •

Your profession

The seven wonders of timesheets

Director of The Ideas Lab Roderic Rennison on what timesheets can tell you about your business...

clock 23 June 2011 •

Technology

How an iPad app can help with financial planning

Mark Loosmore of AT8 Group looks at the new iPad application for financial planning from Italian firm Finantix.

clock 23 June 2011 •

Whole of Life

Assureweb adds whole of life comparison service

Assureweb has added a whole of life quotation portal to its service.

clock 22 June 2011 •

Software

Financial services firms face stricter data breach rules

Financial services businesses have been told they will have to notify authorities if they lose customer data or suffer any data security breaches.

clock 20 June 2011 •

Technology

How to use Barrie & Hibbert's retirement tool

Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.

clock 16 June 2011 •

Investing in the profession

Our guide to making eCommerce work for your firm

Paul Pettitt, managing director of Origo, explains the basics of electronic servicing.

clock 16 June 2011 •
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