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Showing 71 - 74 of 74 results for "Advice Technology"

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... funds providing simple advice at a lower cost for clients is leaving advisers playing catch-up, according to an advice technology expert. FOFA will leave advisers needing to profitably service C&D clients in a fee-for-service environment if they are ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. IRESS and Sesame Bankhall Group ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...

Former COIN Software MD moves to BT

COMPANY RELEASE  |  TUESDAY, 9 FEB 2010
... and the Commonwealth Bank. In this role, she will manage the strategic development for BT Financial Group's advice technology tool, which manages information across the entire advice process. "The future of advice technology is a critical factor in addressing ...
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