Technology

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

Cirencester friendly is to upgrade its IT system as part of its overall development strategy.

The economic downturn forced consumers to take a closer look at financial wellbeing. It is now easier for consumers to take this in hand, all be it with the help of opera singers and meerkats, Sean Casey discusses how this trend affects advisers and...

Insurers are charged with treating customers fairly and driving up conversion rates. These goals are not incompatible and advances in technology offer ways to succeed with both agendas, says Stuart Hayman

The RDR will ‘empower' IFAs and allow them to take control of their business and its client relationships, according to Ascentric.