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Avelo has added its weight to those predicting protection sales will grow with IFAs increasing focus to it after the Retail Distribution Review (RDR) is introduced.
Standard Life has promised to provide support for a wide range of back office systems despite its recent £42m acquisition of Focus Solutions.
Only half of product providers are ready to deal with all the various possible adviser charging models post-RDR, according to new research.
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Technology provider 1st–The Exchange has revealed some providers may remove their products from the system later today in preparation for tomorrow’s ruling by the European Court of Justice (ECJ), while others could do so on the day.
F&TRC has released the findings of its inaugural survey of IFA software systems.
Technology provider 1st Exchange has called for the industry to use plain language to ensure product information is jargon free and more accessible to consumers.
1st Exchange has added investment management company Brooks Macdonald Asset Management (BMAM) to its list of bulk valuation services providers.
Technology provider 1st Exchange is launching a white-label client communication portal for advisers.
IFA back-office provider 1st Exchange has linked with Octopus Investments to provide a bulk valuation service to advisers.
1st Exchange has acquired software distributor N4 Solutions (N4) as the provider says the RDR is driving the need for more efficient technology.
1st Exchange has announced its annual Adviser Office (AO) free training roadshows under the theme ‘Data Management and Cleansing’.
The Institute of Financial Planning (IFP) has appointed Rory Curran, formerly of 1st Software, as the first “public” representative of its Board.
Mik Cons, founder of software provider 1st-The Exchange, has been appointed partner for wrap Parmenion after acquiring a share of the firm for an undisclosed sum.
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