View more on these topics

Tech firm seeks adviser input on software developments

Back-office provider Iress is giving advisers more say in developments with its software through a new collaboration programme.

Iress Labs is a global initiative and there are currently 75 firms involved, including six from the UK.

Iress managing director Simon Badley says the move represents a “fundamental change” in how Iress operates.

He says: “We’ve always included our clients’ ideas and suggestions of what they would like to see in our software and what business problems they are looking to solve with technology. Iress Labs means more clients will be able to participate more easily, with the software being even better for it.”

Through the labs initiative Iress says updates to software will happen more regularly, rather than once a quarter.

Advisers can also be involved in suggesting software developments and test updates before they are released.

Iress is currently working on developments through the labs initiative relating to adviser and client dashboards, tools that will support client review meetings, and improving the way advisers can manage their workflow.

Labs is being offered to advisers that use the latest Xplan software first. It will be offered through other products over time.


British Pounds in a Mouse Trap

Network to compensate after Ucis advice

Adviser network Online Partnership Limited has been ordered to compensate a former client who was advised to invest a large portion of his self-invested personal pension into two unregulated collective investments. The Financial Ombudsman Service has upheld a complaint from Mr D that was made in response to unsuitable investment advice that he felt did […]


How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]


FCA ban for pension transfer IFA upheld in court

The FCA’s decision to ban former Tailormade Independent Limited chief executive Alistair Burns has been upheld by the Upper Tribunal. Between January 2010 and January 2013, Tailormade gave advice to 1,661 customers who were considering transferring or switching their existing pension funds via Sipps into unregulated investments, such as green oil, biofuels, farmland and overseas […]


Legal & General IM accused of compliance failures

Legal and General Investment Management has come under fire from at least three whistleblowers who claim compliance failures have put its clients at risk, according to reports. According to the Financial Times, a number of employees have submitted complaints to the FCA in recent weeks focusing on the risk culture at the $1trn (£760bn) active […]


Where can investors find income in a changing world?

Why taking a global approach not only diversifies risk but also allows investors to access a far wider choice of yields. The diversification benefits of investing globally are well known. But as this short animation explains, taking a global approach can also help investors seeking income. By combining exposure to both bonds and equities spread across a […]


News and expert analysis straight to your inbox

Sign up


There is one comment at the moment, we would love to hear your opinion too.

  1. Stephen Kadwell 2nd August 2018 at 7:55 pm

    If only Aviva wrap had sought adviser input before replatformimg.Their 5 page “short report” in full colour with geographic asset allocation is overkill when advisers want a simple wrap valuation.
    Technology should be flexible and support the advice process not dictate the process

Leave a comment


Why register with Money Marketing ?

Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

News & analysis delivered directly to your inbox
Register today to receive our range of news alerts including daily and weekly briefings

Money Marketing Events
Be the first to hear about our industry leading conferences, awards, roundtables and more.

Research and insight
Take part in and see the results of Money Marketing's flagship investigations into industry trends.

Have your say
Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

Register now

Having problems?

Contact us on +44 (0)20 7292 3712

Lines are open Monday to Friday 9:00am -5.00pm