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3Q offers IT tools for IFAs

Technology supplier 3Q Solutions is aiming two new products, Income Protector and Quiet Adviser, at financial advisers.

Income Protector allows the adviser to analyse clients’ balance sheets with the aim of recommending the most effective course of action if their income should stop. It highlights risk of asset and lifestyle erosion if action is not taken.

3Q says it differs from other software applications as the onus is placed on the adviser to provide information, rather than the client, so the process becomes less interrogative.

Quiet Adviser uses psychometric testing to ascertain clients’ financial objectives and tolerance to risk. It then generates short-, medium- and long-term agendas for future discussion between the adviser and client about how investments and assets should be managed.

Chief executive Ray Young says: “By providing advisory information as a series of easily comprehensible graphs, the client is empowered to make financial planning decisions based on information they understand visually.”


Standard in Tenet stake talks

Standard Life is understood to be in negotiations to buy up to 40 per cent of the Tenet group in a deal that would value the independent group at 86m. Tenet has over 5,000 advisers and is the third-biggest IFA group behind Bankhall and Sesame. It owns seven subsidiaries, including mortgage specialist Lime, the M&E […]

Correspondent’s Week

This week Edmund Tirbutt, freelance financial journslistWorking from an 18th-century attic in the Kent countryside has proved to have a slight summertime sting in the tail. Last year this came from the wasps which nested inside the roof next door and made surprise visits even when my window was shut. This year they appear to […]

CTF investors opting for cash

Over 70 per cent of Child trust fund vouchers accounts opened are invested in cash, according to the Building Societies Association.Since launch, the eight BSA members offering cash and stakeholder options have opened around 270,000 CTF accounts with 70 per cent opting for cash.Net receipts of over 12m were taken into cash accounts in June […]

BM Solutions sets up self-cert fix

BM Solutions is launching a competitive limited edition self-certification fixed rate product at 4.85 per cent. The rate is fixed until September 1st 2007. There are no overhanging ERCs and has an arrangement fee of 599. Self-cert rates have been falling as competition in the market has stiffened and will continue to do so if […]

Sticking to valuation discipline when investing in China

Journalist Alexis Xydias discusses the opportunities – and potential pitfalls – of investing in China with Artemis fund manager Peter Saacke. With Peter holding significant positions in China in the Artemis funds he manages, journalist Alexis Xydias quizzes Peter on the risks of investing in Chinese stocks – including over-valuations, margin trading and financial reporting issues. Click here for video


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