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Latest - TECHNOLOGY

  • UK Structured Products Association 20-minute webinars on Portfolio Optimiser tool

    2 July 2020

    The UK Structured Products Association (UKSPA) is running three free-to-attend, live webinars for investment professionals keen to learn more about its recently launched Portfolio Optimiser tool. Launched in March 2020, Portfolio Optimiser enables investment professionals to see how structured products could work within a wider investment portfolio. The tool is backed by robust data...

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  • YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

    1 July 2020

    CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  • lang cat Platform Analyser adds AKG ratings

    14 June 2020

    The lang cat Platform Analyser now includes AKG ratings as part of the due diligence tool for advisers. AKG assesses financial services companies, producing capital adequacy and platform ratings, among others. Its ratings provide an independent assessment of a company’s financial strength at an operational level. See Professional Paraplanner’s Research Focus: AKG. Within the...

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  • Artificial Intelligence still sounds scary. Why? 

    10 June 2020

    Understanding what AI isn’t is just as important as understanding what it is, says Jim Logan, senior vice president, Silent Eight I’ve been working in the financial services space for close to thirty years now. I’ve seen many trends and technologies emerge. Some take hold, several are just a flash in the pan. Regardless of how...

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  • SEI Master Trust signs to Fintech service to facilitate pension consolidation

    10 June 2020

    SEI Master Trust has joined the Origo Transfer Service, as part of it’s continual evolution and to meet member needs. SEI Master Trust is part of the SEI Institutional Group’s outsourced investment management services and was one of the first UK Master Trust providers, established 13 years go. It offers a fully bundled solution for employers...

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  • Para-Sols launches virtual paraplanning services

    4 June 2020

    Para-Sols, part of the Verve Group of companies headed by Cathi Harrison, has gone live with a new tranche of services designed to serve financial advice firms during the current crisis and into the future. Jo Campbell, director of Operations and Quality, Para-Sols (pictured), says the Group was seeking to fill the gaps advisers...

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  • Passwords and unencrypted emails pose security risks

    4 June 2020

    Rising cybercrime is raising questions around the efficacy of passwords in securing data and unencrypted emails in communication of confidential personal and financial information. Software firm Veridium reports that a third of British SMEs have received phishing emails, as the number of attacks has risen during the Coronavirus lockdown, raising questions around the efficacy of passwords in 2020. Additionally, a...

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  • Selectapension adds cashflow modelling functionality

    3 June 2020

    Selectapension has added a full cashflow modelling to its offering. The pension and investment planning company said the new functionality is being offered as standard with all Cashflow & Drawdown Strategies subscriptions and all existing Drawdown & Annuity subscribers are being automatically upgraded to the new tool, free of charge. The overall cashflow &...

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