Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011
SimplyBiz has signed a three year deal with Capita Financial Software for the provision of free product and fund research to its members.
Another quarter, another social media phenomenon IFAs will be told to get onboard with. This time around, it’s Quora. It isn’t, as one asset manager thought, a vegetarian meat-alternative. It’s a social answering service that’s causing all the fuss.
Standard Life has extended its offer period for Focus Solutions shares.
Canada Life is updating to its online business portal to include new and redesigned electronic reports for advisers.
Westfield Health has released an iphone app that allows policyholders to access real-time information on benefit balances, renewal dates and recent claims.
Mark Loosmore of AT8 asks if the Hargreaves Lansdown platform has an ‘advantage' over others?
AJ Bell is working with Australian technology provider GBST to extend the administrative functionality of SIPPcentre, its online SIPP.
Distribution Technology has launched a white paper looking at how technology can help firms transition for RDR and deliver advice more economically.
Mark Loosmore of AT8 finds a firm with a different approach to the platform market.