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Positive Solutions is developing an online strategy for its partners to ensure there is a “consistency” among those using social networking services.
AXA Winterthur Wealth Management has launched a TCF toolkit, including the option for IFAs to earn star awards for customer service.
IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.
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Mark Lisle, compliance manager at Rowanmoor Pensions, says the insurance industry has a long way to go before it has fair customer treatment at its heart...
Chancellor Alistair Darling has just added another piece to the jigsaw of the financial services industry of the future.
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