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Online investment aid for advisers

Distribution Technology is offering an internet investment and portfolio planning application to help distributors provide advisers with the tools to deliver investment advice.

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New Route company offers A-Day advice

Route Wealth Management, an IFA specialising in pension advice on A-Day issues, has been launched. The firm is part of the Route Group, which already has four subsidiary companies – a tax and estate planning unit, an independent mortgage broker and a property acquisition service. It is based in the City and says it has […]

Convertible cover

Menu-based life and healthcare insurance packages account for a major share of protection sales. They bring advantages for advisers and clients alike. For the consumer, the benefits include flexibility, convenience and potential savings in premium costs. The products are highly adaptable and enable the various components to be tailored to meet identified individual needs. The […]

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