Once the preserve of the banks and a closed shop of institutional investors, technological advances have opened the currency market to the retail investor
Dunstan Thomas, an administration and software provider, has launched a new FSA-compliant system to help financial advisers fully migrate legacy assets.
Failure to explain or justify the cost of consolidating pensions was one of the main causes for concern over pensions switching advice, according to pension software provider O&M Systems.
Independent financial advisers (IFAs) need to know about the etiquette of social networking as the use of the internet as a marketing tool increases, according to a leading IFA website.
Hodge Lifetime has launched a guaranteed pension annuity that can be fully accessed online, making it the first small provider to enter the conventional annuities market for 30 years.