Aviva today goes live with an online site designed to cut the time advisers spend on administrative tasks.
Standard Life International is launching an online facility for its International Bond on AdviserZone, which will allow quick trades to be made on funds held within the wrapper.
Continuing his exclusive series for Professional Adviser, Mark Loosmore from technology consultancy AT8 Group analyses product and fund tools for advisers. This week: Selector from OBSR
Financial Planning tools are getting a lot of attention these days so I was looking forward to reviewing the ‘Grand Daddy' of them all - ‘Truth'- from Prestwood.
As regular readers will know, over the last few weeks, we have been looking at some of the specialist financial planning tools. Our review of Morningstar gave us a different perspective as it was its depth rather than breadth that stood out.
Aegon has launched a whole of market investment and retirement solution to help advisers create professional financial plans for their clients.
OBSR has suspended the A-rating for the Artemis New Enterprises fund following the announcement that the group plans to merge the fund into the Artemis UK Special Situations fund.
Each month, we ask our industry to answer one big question!
One leading IFA firm in Scotland explains how going on platform is transforming their pension offering