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data

Technology

Securing client data from the risks of theft

THE £1m fine meted out to Nationwide by the FSA after a laptop was stolen from an employee's home has rapidly brought the issue of client data protection to advisers' attention.

clock 21 February 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 •

Technology

Friends Prov and Standard tie up wrap data

Friends Provident and Standard Life will collaborate to share legacy information about clients' existing investment and pensions business on their respective wrap platforms.

clock 17 January 2007 •

Technology

Assureweb strikes up another data connection

Portal Assureweb has announced its latest major deal to bring front and back-end services closer together, which involves data and research provider Defaqto.

clock 03 January 2007 •

Technology

Marlborough Stirling becomes Vertex Financial Services

IT provider Marlborough Stirling has officially changed its name to Vertex Financial Services today, although The Exchange will keep its name and VFS will remain headquartered in Cheltenham.

clock 07 November 2005 •

Investment

Fund data to be given a makeover by IMA

The Investment Management Association is to overhaul the way in which retail funds data is presented later this year to include specific information looking at the fund of funds, tracker and ethical sectors.

clock 12 April 2005 •

Investment

Lipper reviews global themes in mutual fund industry

US elections, the falling oil price and the view UK interest rates peaked helped UK investors find their confidence in the last quarter of 2004, says Lipper.

clock 25 February 2005 •

Multi-manager

Multimanager data comparison now available on TrustNet

Online funds information service Financial Express has unveiled a new section on its TrustNet site providing price and performance data on multimanager funds.

clock 08 February 2005 •

Multi-manager

Reuters unveils IFA-specific data service

A service targeted specifically at IFAs is being launched by Reuters Lipper to provide data and analysis on over 14,000 funds and investment news.

clock 26 October 2004 •

uncategorised

Reuters unveils IFA-specific data service

A service targeted specifically at IFAs is being launched by Reuters Lipper to provide data and analysis on over 14,000 funds and investment news.

clock 25 October 2004 •
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