November 2017
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Latest - TECHNOLOGY

  • Zurich links platform to Dynamic Planner’s AccessAdvice

    21 November 2017

    Platform provider Zurich has teamed up with Dynamic Planner to offer advisers access to its advice product AccessAdvice.  The partnership will enable advisers to deliver personalised, regulated and online advice to clients looking for an alternative way to buy their ISA. Alistair Wilson, Zurich’s head of retail platform strategy (pictured), said adding AccessAdvice to...

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  • iPipeline’s SolutionBuilder integrated with Time4Advice’s Curo

    16 November 2017

    iPipeline has integrated its client-centric portal SolutionBuilder with Time4Advice’s client management system Curo, focused on helping advisers build their protection business. The integration will allow advisers to research and compare both single and multi-benefit protection products on one screen. Paul Yates, product strategy director at iPipeline (pictured), said the partnership demonstrated the role technology...

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  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

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  • Platform looks to ‘disrupt’ market with low cost route for adviser firms to mass affluent

    7 November 2017

    Embark Group has launched a new lost-cost open architecture platform, designed to help close the advice gap. Embark said the platform would “materially disrupt the current platform market”, delivering a cost-effective service to mass affluent consumers with between £25,000 and £150,000 to invest. Users of the platform will have access to over 4,000 mutual...

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  • Fraud victims too embarrassed to report incidents

    2 November 2017

    Barclays is encouraging victims of fraud to report the incident, as new research reveals more than one in four fraud victims were too ashamed to tell their partner, and victims are often targeted more than once. Barclays has launched the Embarrassing Fraud Clinic, designed to reduce the stigma surrounding fraud and encourage people to...

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  • Rory Percival publishes guide to risk profiling tools

    13 September 2017

    Rory Percival has published his much awaited report on the capabilities of the major risk profiling tools in the market and raised concerns around the tools’ limitations and “significant differences” in mapping asset allocation. Rory Percival has published his new report – An ex-regulator’s guide to risk proofing tools – as an independent follow up to the concerns raised by the...

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  • Adviser firms without a social media policy at risk

    10 September 2017

    Social media continues to grow in popularity among UK adviser firms as they seek to attract new clients, but failure to put in place social media policies could put them at risk, warns Intelliflo. Seven out of 10 users of Intelliflo’s specialist adviser software, Intelligent Office, now engage with social media for business, up...

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  • Qualifications and training – upskilling online can help close the advice gap

    28 August 2017

    The industry needs new advisers and paraplanners to fill the skills gaps in the advisory market. One way to achieve that could be through online training and qualification courses that engage with the way people actually want to learn, says David Tait of Redmill Advance. Over the past couple of decades, the number of...

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