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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Apr 10, 2014

Auto-enrolment comparison service launches

Advisers who play an increasingly vital role in helping employers comply with auto-enrolment have to do far more than provide a price comparison...

From Insurance| Apr 03, 2014

British Friendly starts instant acceptance process

Low-risk customers can be approved online without further underwriting with new online system.

Mar 27, 2014

Planning tool can map multiple life situations

Money Hub Scenarios is due to launch in the next few weeks allowing IFAs to offer advice tailored to different life choices their clients may face,...

Mar 27, 2014

True Potential launches D2C platform

True Potential Investor designed to simplify investing and encourage a “goal” and “impulse” based saving culture.

From Pensions| Mar 24, 2014

KRS launches pension reform tax calculator

Clients can gauge how much tax they will pay under new pension rules.

Companies & People| Mar 18, 2014

Friends Life admits five-week delays could hit 500k clients

Integration of new back-office system produces backlog which could affect 10 per cent of Friends Life’s clients.

Analysis & Opinion

Mar 27, 2014

Launch pad: Conveyancing

West Bromwich Building Society has teamed up with LMS to launch and manage its legal panel. The new look online portal will see LMS providing...

Caveat emptor

Mar 24, 2014

Caveat emptor

RDR has brought stringent regulation, but who is looking out for of those using D2C platforms? Mark Polson takes a look.

Mar 20, 2014

Launch Pad: Online investing

New Tool for topping up accounts.

From Special Report: Platforms - March 2014| Mar 03, 2014

Retaining independence in the age of due diligence

Clearly the regulator is concerned with better consumer outcomes.

Recent Articles
  1. Nucleus launches adviser networking app
    Mar 11, 2014

    Nucleus launches adviser networking app

    Speakeasy app to feature polls and a “video wall” for advisers to post opinions and questions.

  2. ‘Obsession’ with RDR rules holding back D2C platforms
    From Investments| Mar 11, 2014

    ‘Obsession’ with RDR rules holding back D2C platforms

    Platforms need to look at ease of use to catch up with other sectors, white paper claims.

  3. iPipeline set unveil new technology improvements
    Mar 06, 2014

    iPipeline set unveil new technology improvements

    iPipeline, the quote and application portal for advisers, is set to unveil a raft of technology improvements and partnerships with providers in the...

  4. Mar 06, 2014

    Invesco Perpetual clears up fund price charges

    Invesco Perpetual has changed the structure of charges across its investment company with variable capital funds to make them easier for investors,...

  5. True Potential allows clients to top up investments
    Mar 05, 2014

    True Potential allows clients to top up investments

    New service will allow clients to add small sums to advised investments.

  6. From Special Report: Platforms - March 2014| Mar 03, 2014

    Are platforms embracing the new multi-asset world?

    Some wraps are branching out beyond investments, but the fund supermarkets remain reticent to move beyond Oeics.

  7. From Special Report: Platforms - March 2014| Mar 03, 2014

    How the platform market will evolve

    Consolidation and blurring of models has long been expected, but falling costs for technology could change things.

  8. Prudential rolls out XPlan platform for advice arm
    Feb 27, 2014

    Prudential rolls out XPlan platform for advice arm

    Systems provider will allow more efficient mass-market advice, company claims.

  9. Retirement income options on platforms
    From Investments| Feb 25, 2014

    Retirement income options on platforms

    Defaqto Retirement Update: Platform providers must seek to offer a greater range of divestment options for savers.

  10. Will inducement paper really stymie adviser education?
    FTAdviser Blog| Feb 21, 2014

    Will inducement paper really stymie adviser education?

    Week in Brief: More ‘unintended consequences’ caused by regualtory action and Aegon puts its money where your mouse is.

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