Technology

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.

Buckles is considering adopting parent company Sanlam's remote advice model as it looks to "crack" the UK online market and attract new clients.

Services provider threesixty has launched a new web-based application for smartphones to support IFAs.

A website offering generic financial advice to consumers for an annual fee of £49 has been launched.

How 1st Exchange is readying its systems to meet RDR requirements

Life assurance group Just Retirement has acquired The Open Market Annuity Service (TOMAS) in a bid to streamline annuity shopping.