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The Exchange

Wrap/platforms

Cofunds appoints Wynne-Jones

Cofunds has appointed Stephen Wynne-Jones, formerly of SSP, as head of marketing operations.

clock 10 November 2009 •

Protection

Crystal clear?

Is past claims performance a guide to the future or will the FOS work on transparency be valuable to the industry? Gill Salton asks.

clock 01 January 2009 •

Technology

Positive power needed to beat the Bear

I am getting more and more frustrated with the gloom and doom being espoused in all circles financial, whether involving the recent turmoil in world stockmarkets or the long awaited housing correction.

clock 25 July 2008 •

Technology

Planning to Win

If ever there was a truism about business, it's that businesses don't plan to fail; they simply just fail to plan.

clock 02 May 2008 •

Protection

Scottish Widows drops protection portal quotes

Scottish Widows has pulled its protection quotations from industry portals, prompting concerns it too has effectively exited the protection market following Standard Life's departure earlier today.

clock 28 November 2007 •

Technology

Tech firm 1st set to add online enhancements

Adviser tech-solutions provider 1st will launch three new modules within its Adviser Office product, enabling online commission reconciliation, valuations and suitability enhancements.

clock 10 October 2007 •

Technology

The Exchange launches client management tool for Tenet

The Exchange, Vertex's online services provider, has launched a client management tool for members of IFA network Tenet.

clock 03 October 2007 •

Your profession

We spend 10 hours chasing applications - advisers

More than one in five advisers spend over 10 hours a week chasing providers on case progress, an IFAonline poll suggests.

clock 11 September 2007 •

Technology

2Plan links with The Exchange

2Plan, the new national IFA firm, has linked up with The Exchange to offer the Exweb platform to its advisers.

clock 02 August 2007 •

Technology

Pru joins Exweb's instant annuity quote service

Prudential has joined The Exchange's Exweb service enabling more than 25,000 advisers to access client quotations from Prudential through the online portal.

clock 20 July 2007 •
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