Advisers may be clued up on mobile and remote technology but they are not making the most of it in their businesses, writes tech expert Mark Loosmore...
Mergers and acquisitions can bring huge business benefits, but firms' systems - not just their MDs - need to talk to each other...
What New Year's Eve fireworks teach us about adviser tech
With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.
Software firm IRESS is launching a cashflow modelling tool, as part of an expansion of its wealth platform.
Sesame Bankhall Group (SBG) has created a risk profiling tool for advisers designed to comply with recent Financial Services Authority (FSA) guidance on assessing suitability.
Mark Loosmore, of IRESS, says Royal London's B2C Money Vista website could complement, not compete with, advisory firms...
Last month, Aegon launched its wrap platform, ARC (Aegon Retirement Choices), to much acclaim. Here, Mark Loosmore of IRESS gives his verdict…
Mark Loosmore of IRESS says the Skandia platform was beginning to look dated. That is until it undertook a complete re-design...
With the Retail Distribution Review on the horizon, portal Avelo is gearing up for an aggressive growth phase, writes AT8 Group's Mark Loosmore...