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The Exchange

Technology

Commission Wars

The seemingly eternal debate of ‘fees versus commission' continues to rage, having been recently fuelled by the ABI's latest response to the FSA's retail distribution review.

clock 01 June 2007 •

Technology

The inertia factor

It is widely accepted that electronic trading will drive significant costs from the Financial Services industry, perhaps more than £1bn according to some estimates.

clock 23 April 2007 •

Technology

Wrap accounts and the technology conundrum

Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...

clock 19 January 2007 •

Protection

A first for protection: something interesting

As my regular two week Christmas break looms large on the horizon, I am inevitably drawn into a period of reflection on the year that has nearly past. Ask anyone if business has been good in 2006 and they will of course reply in the affirmative (don't...

clock 20 December 2006 •

Technology

Giving clients an informed choice on equity release

I have rarely seen a subject matter that polarises the adviser community so much as equity release. Love or hate, black or white - there is little sitting on the fence or shades of grey.

clock 28 November 2006 •

Protection

Standard Life to launch new range of IP products

Standard Life is launching a new set of income protection products next week which it hopes will put it on a level playing field with the front-runners in the market.

clock 23 November 2006 •

Technology

Property - continued boom or bust?

As mortgage lending still increases month-on-month to record levels and property prices continue to defy gravity, do we see any let up or reasons for concern, or are some cracks beginning to appear?

clock 18 October 2006 •

Technology

The Soft Option

We have an emerging dilemma in terms of investment management and how an IFA can add value, or maybe more pertinently, justify their 0.5% trail commission.

clock 29 September 2006 •

Technology

Exchange upgrades Officeweb

The Exchange has upgraded its back-office solution Officeweb, which will be rolled out to the current 1,500 users at no extra cost.

clock 31 August 2006 •

Mortgages

PMP switches portal services to The Exchange

Professional Mortgage Partnerships Network plans to move its portal services from Assureweb to The Exchange.

clock 05 July 2006 •
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