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New Adviser Office launched

1st has formally launched the fourth version of its IFA software solution, Adviser Office.
The software provider says the new model, Adviser Office 4: accelerating new business, is focused on providing increased simplicity with an easier user experience than previous versions.
Key features include intelligent workflow, contract enquiry from Norwich Union and Prudential, enhanced fee and time recording, a Defaqto product library and two-way Webline integration.
1st managing director Mik Cons says: The new version reworks many of the processes within Adviser Office to ensure our users are ideally placed to take advantage of the opportunities for A-day and beyond.


Investec extends commission terms on three funds

Investec is extending its 4 per cent initial commission offer on its cautious managed fund, managed distribution fund and global free enterprise fund until December 31, 2006.The fund house says this will give IFAs the choice of taking higher commission or to give up the commission in part or whole to give clients better entry […]

Under pressure

Andrea Tryphonides looks at a union survey which says many mortgage advisers at the Lloyds TSB group are feeling the pressure of sales targets

Fund firms on the road for IFAs

Four of the UK’s leading fund houses have joined forces for a nationwide series of IFA roadshows to be held across the country in January. The shows will feature managers from Gartmore, M&G, Newton and Schroders. Gartmore head of UK equ-ity income Chris Burvill will explain why he believes a different approach is required for […]

Spring has sprung

Well, it’s been lovely to see a little bit of sunshine, even if it was only a brief appearance. I live in Scotland so, believe me, it was very brief.  Of course, with even the tiniest hint of spring, thoughts turn to the inevitable clearout that must take place.  And that got me to thinking […]


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