The Exchange

Via The Exchange

'Record-breaking quarter'

Adviser software provider Intelliflo has appointed David Child as a non executive director.

Avelo Exchange has added Engage Mutual's guaranteed 50 plus life cover plan to its service becoming the first to do so in the intermediary market.

Technology provider 1st-The Exchange has revealed some providers may remove their products from the system later today in preparation for tomorrow's ruling by the European Court of Justice (ECJ), while others could do so on the day.

Technology provider 1st Exchange has called for the industry to use plain language to ensure product information is jargon free and more accessible to consumers.

Advisers looking to sell out before 2012 will need to ensure their business is RDR-ready to stand a chance of attracting a buyer, says 1st Exchange.

AT8's Mark Loosmore explains why portals have become such a vital part of many providers' infrastructures.

This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.

1st- Exchange will combine its back office software solution Adviser Office (AO) with wrap provider Wealthtime.