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1st – The Exchange unveils technology seminar dates

1st – The Exchange is hosting a series of adviser seminars in a bid to help IFAs reduce the cost of running their business using its latest technology.

The 11 seminars are to be held across the UK between April 28 to June 4, and in conjunction with wrap provider Ascentric.

Each seminar will demonstrate how Adviser Evolution could help advisers reduce costs within their business, increase efficiency and ultimately revolutionise their business.

1st – The Exchange managing director David Child says: “In this difficult economic climate we want to give as much help and encouragement as we can to advisers. Using these free seminars, we can demonstrate how easy it is to use Evolution to significantly strip out costs, improve business control, and enhance written business.”


Hargreaves reports small drop in Isa sales

Hargreaves Lansdown has reported a 4% drop in Isa contributions for the full tax-year ended April 5, 2009.The firm today reported new Isa sales of £412m for the full tax year, which compares with £430m for the tax year ended April 5, 2008. While the group has not published figures for Isa sales since the […]

Annual Kickout Plan from Keydata

Keydata has launched its first five-year Annual Kickout Plan, which offers investors the choice of early maturity at each plan anniversary, with a rising bonus facility.

Liquidity alert from Transact

Transact has written to advisers warning them about potential rebalancing problems that can arise in model portfolios when assets become entirely or substantially illiquid.

Bee in the bonnet

It never ceases to amaze me that even now, after 23 years in the business, I still have moments of clarity that change my whole outlook.


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