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New system for IFAs from 1st Software

1st Software is launching a new version of its Adviser Office system that includes integrated services with Scottish Mutual, the Sipp Centre, Morgan Stanley Quilter and Cofunds.

The Adviser Office : Intelligent Workflow system includes new tools to help standardise business processes and has financial planning functions using Tillinghast-Towers Perrin stochastic modelling techniques.

1st Software channel manager Nick Bowler says: “Adviser Office : Intelligent Workflow provides tools that empower the adviser o maximise the chances of meeting a client&#39s financial objectives. All of the financial planning tools have been built with input from a number of expert financial planners.”


Home thoughts on abroad

There is nothing new about buying abroad. You only need to pick up a Sunday newspaper to see the array of choice that is available, clearly in response to the real demand for overseas property acquisitions. I believe that the time is right for advisers to be sowing seeds with clients to be reconsidering an […]

Three-tier charges for NU and Millfield wrap

Millfield and Norwich Union&#39s Lifetime wrap platform is set for an autumn launch, offering a choice of 400 funds from across 40 fund managers. Lifetime will have a three-tier charge structure with a 0.5 to 0.9 per cent management charge plus an advice charge set by the adviser as well as the fund managers&#39 annual […]

Premier Diva sings popular theme

PREMIER FUND MANAGERS Premier Diva Growth Plan &#45 Limited Editions 19 Type: Capital-protected fund of hedge funds Aim: Growth linked to the performance of the Barclays Global Investors Diversified Alpha Fund 1 Minimum investment: £25,000 Investment split: 100% linked to the performance of the Barclays Global Investors Diversified Alpha Fund 1 Term: Five years Return: […]


“No. They are not fully independent. There should be some other term somewhere between tied and independent.”Nick Wilson,Wilson Financial Services. “No. How can they be independent? The name should only be use by IFAs.”Graham Poole,Poole Financial Planning “No. I wouldn&#39t like to think that someone who in the past has made their living from general […]


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