View more on these topics

US firm spreads the word

American software firm Money Minders Software is to enter the UK market by the end of the year offering its financial planning spreadsheets product to IFAs.

It says the product, which acts as an add-on to Microsoft Office or Excel, offers 153 Excel templates to handle almost any financial planning situation and produce client reports.

MMS is trying out a test version of its software with UK advisers and believes there is good demand for the product.

The product will cost 400 for a single-user version, inc-luding a one-year licence, updates and technical support, and 169 a year thereafter.

Founder Peter Baigent says the firm has been providing financial planning software for the Canadian and American market for 16 years, with some UK advisers already using its international edition.

Baigent says: “We have been very pleased with the calibre and number of advisers who have agreed to be beta testers of our financial planning spreadsheets. This indicates there is a good demand for software like ours in the UK.”


IMA calls for common disclosure regime

The IMA says the FSA should adopt a common disclosure regime covering all products available to retail investors, in response to the regulators recent discussion paper on a wider range of retail investment products. While the IMA does not think hedge funds should be marketed directly to the public it says other routes providing diversification […]

Falcon picks ex-Gartmore chief for wrap venture

Falcon Group has hired former Gartmore, M&G and Fidelity chief Piers Denne to lead its technology proposition with a view to setting up a new platform or wrap facility. Denne joins as business development manager and will carry out a three to four month review to decide the best solution for the national IFA. Falcon […]

Lighthouse brings in new group rebranding

IFA brands RJ Temple and Berkeley Wodehouse will disappear this week as Lighthouse implements its group rebrand. The new names will be Lighthouse Xpress – the appointed representative network which has 350 registered individuals, Lighthouse Temple – the national IFA with 150 RIs and Lighthouse Corporate – its partnership arm. The group is launching a […]


News and expert analysis straight to your inbox

Sign up


    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