A number of advice firms are pursuing Iress for thousands of pounds in refunded fees, after suffering “nightmare” technical problems with its Xplan software. Xplan is an end-to-end system which offers portfolio management, client communication and business management tools. Australian technology provider Iress also owns software programme Adviser Office, following its acquisition of Avelo in […]
Sipp provider Curtis Banks plans to float on the AIM stock exchange in a move expected to value the business at £85m. The firm, which started trading in 2009 and currently administers more than 26,000 Sipps, expects to raise £7.5m through the issue of new equity. Trading in the shares is due to commence on […]
The mortgage advice industry is now in far better shape than it was just a few years ago but when it comes to innovation I cannot help feeling it is the poor relation compared with the investment advice market. There is far less competition in terms of leading-edge solutions to meet consumers’ needs. While investment […]
Police have arrested a 60 year old currency trader over suspicions of a global Ponzi scheme.
Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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