Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie
AT8's Mark Loosmore discovers a solution from Distribution Technology he thinks will lead advisers out of the back-office and into the front.
MASECO Private Wealth (MASECO) has chosen platform intelligence provider Voyant UK to deliver financial planning strategies to its international clients.
Mark Loosmore goes back to the future when he pays a visit to Durell Software
The content you should have on your website to market your firm effectively
A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).
I read with interest a story on IFAonline.co.uk and the comments that followed about Sesame doubling their case checking rates.
Mark Loosmore looks at Quay Financial Planning’s client care desktop system
AT8’s Mark Loosmore continues his practice management reviews.