Andy Watts, intermediary director at 1st - Exchange, looks at the part technology is playing for adviser firms wanting to differentiate their business in the run-up to RDR.
AT8's Mark Loosmore kicks off a series on platforms with a look at Cofunds.
IFA Life's Philip Calvert explains why IFAs should embrace the internet.
With an increasing number of internet savvy consumers on the look-out for financial advice, Maria Merricks investigates the ways IFAs can make their web presence visible
Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie
AT8's Mark Loosmore discovers a solution from Distribution Technology he thinks will lead advisers out of the back-office and into the front.
Mark Loosmore goes back to the future when he pays a visit to Durell Software
I read with interest a story on IFAonline.co.uk and the comments that followed about Sesame doubling their case checking rates.
Mark Loosmore looks at Quay Financial Planning’s client care desktop system