Technology

Mortgage sourcing provider Trigold is undertaking a survey of brokers to gauge their feelings about the need for sourcing systems to show direct-only products.

Mark Polson looks at freedom of movement between wrap platforms

Nick Flynn discusses how recent underwriting innovations have affected the annuity industry

Adrian Shandley gives his views on how the wrap market needs to evolve

Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.

Financial advisers are being warned they could face another TCF challenge via their point-of-sale providers.

Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.

Trigold has partnered with LeadPoint to allow brokers to source new business directly through their Trigold system.

Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.

IFAonline.co.uk has been inundated with comments on mortgage dual-pricing over the last few months. In response to requests from our readers, we are launching a campaign on the issue with a view to making the FSA listen properly to advisers' and brokers'...