Technology

Technology news for Financial Advisers and Paraplanners - FundsNetwork: Do your passwords pass the password test?

Passwords are an obvious way to prevent unauthorised access, although they need to be strong, robust and ideally unique, to be effective. Staff should therefore be encouraged to take great care when setting security details. FundsNetwork have created a checklist where they've highlighted some important tips to promote password best practice. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: The top six ways to spot a phishing attack

Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities. Everyday millions of phishing emails are sent out to unsuspecting victims all over the world. FundsNetwork have created a checklist to help you detect them. more...

Investment news for Financial Advisers and Paraplanners - Orbis Investments: When expectations and reality diverge

On July 17th, something odd happened in the stock market. Netflix released its quarterly results, reporting that revenue had grown by a whopping 26% year-on-year. That is equivalent to doubling revenues every three years, and it puts Netflix squarely among the fastest-growing 10% of companies globally. But stranger things have happened than Netflix growing quickly. Almost immediately, the company’s stock fell more than 10%. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: October is Cybersecurity Awareness Month

What’s your firm’s cybersecurity strategy? How do you assess the security of your platform partners? Would you know how to spot a phishing attack? more...

Business Development for Financial Advisers and Paraplanners - Prudential: Will technology be the end for the advisers who don’t embrace it?

What a concerning prospect; the speed in development of technology is such that some believe we are entering a fourth industrial revolution. The first being steam power, the second the application of science, the third digitalisation and the fourth artificial intelligence and machine learning. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: Private wants, public needs: Creating better incentives for technology, pharma and infrastructure

With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Space- the final investment frontier

Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking.’ more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: 10 steps to protect your business from a cyber attack

FundsNetwork have put together some easy and effective ways to reduce your firm’s exposure to cyber attacks based on guidance from the National Cyber Security Centre. more...

Back office technology update for Financial Advisers & Paraplanners - IFA Review for MyDocSafe

As a trainee IFA, I was given the task of focusing on GDPR and MIFID2. I set about reviewing from a number of various online e-signature portal offering secure methods of that would be suitable for us as a business to communicate effectively and efficiently with our clients. more...

Technology news for Advisers and Paraplanners - Defaqto: Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement

Are financial advisers satisfied with the service they receive? What areas of service are actually important to them? We asked advisers like you for their opinion, and compared the results to previous years. Here’s what we learnt. more...

Technology news for Advisers and Paraplanners - Aviva: How the technological landscape is changing the advice market

Keeping up with the latest technology and trends can help to give you an edge by unlocking new opportunities for your business. In a series of articles published by Aviva, Ian McKenna, Managing Director of FTRC, shares his views on how the technological landscape is changing the advice market, and what it means for you and your clients. more...

Technology Webcast for financial advisers and paraplanners - Webinar: Defaqto Engage Core and Intelligent Office integration

In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Sherpas or satnavs: The advisory conundrum

With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn. more...

Technology news for Financial Advisers and Paraplanners - MyDocSafe: Your front-office software suite

MyDocSafe is a leading provider of trusted e-signature, on boarding and client portal solutions for the professional and financial service firm market more...

Investment news for Financial Advisers & Paraplanners - M&G: The changing face of investing

The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences. Kirsty Clark, Investment Specialist, discusses the key developments that have been the most influential in the evolution of the industry to date. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Amazon – Head in the Cloud

In the eyes of Amazon boss Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgage’s Tom Slater considers the opportunities this might present. more...

Investment News for Financial Advisers & Paraplanners - Baillie Gifford: Amazon - Streaming the Future

Following a meeting with Amazon CEO Jeff Bezos, Scottish Mortgage manager Tom Slater considers the online giant’s prospects in the areas of broadcasting, music and gaming with a traditional media and entertainment industry that’s in flux. more...

Better Business for Financial Advisers and Paraplanners - MyDocSafe: What is end-to-end encryption?

Although we do not expect our clients to know much about encryption, anyone dealing with numbers and technology is expected to have a rough idea about general terminology even if just to shine during a dinner conversation. more...

Technology news for Advisers and Paraplanners - NS&I launches new online service for financial advice firms

NS&I has confirmed that it has launched a new online service for financial advice firms. Firms now have secure online access to information on their clients’ NS&I holdings for the first time, via a purpose built portal, designed and delivered to meet growing adviser expectations of NS&I. more...

Technology for Financial Advisers & Paraplanners - Respecting client confidentiality...

Email remains the worlds preferred business communication medium with around 280 billion sent and received every day, however email is likely to be the most common ‘chink in the armour’ as far as the security of any company’s communication strategy given that it carries significant volumes of sensitive information!! more...

Partner Webinar for Financial Advisers and Paraplanners - Webinar: Save time with new, two-way Dynamic Planner – iO integration

You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync. more...

Technology whitepaper for Financial Advisers and Paraplanners - Communicating with clients using end-to-end encryption white paper

This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Suitability reports

Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core. more...

Technology news for Financial Advisers & Paraplanners - Panacea is delighted to introduce MyDocSafe

MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR. more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Investment bond service review 2019

Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Helping adviser firms face compliance challenges head on

Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage – Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage – Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk. more...

Business Development for Financial Advisers and Paraplanners - Beyond Encryption: Register to start your 14 day FREE OF CHARGE trial

As you are no doubt aware, sending sensitive, personal data by normal email leaves you open to cyber-crime and may contravene legislation. more...

Protection update for Financial Advisers and Paraplanners - Defaqto has launched a new critical illness cover comparison tool

Defaqto has launched its critical illness cover comparison tool, CIC Compare. A new module in Engage, Defaqto’s end-to-end financial planning solution, it is an easy to use tool that helps advisers compare new and historical critical illness policies in under five minutes on a whole of market basis, including white labels and direct products. more...

Secure email for advisers and paraplanners - Hackers are free people

Just like artists, who wake up in the morning in a good mood and then start painting more...

Protection news for Financial Advisers & Paraplanners - Royal London: We’ve improved your online dashboard

We’ve introduced some new features to our online journey so you can see where your applications are in the process. more...

Investment news for Financial Advisers and Paraplanners - Legg Mason: Is semiconductor growth over? Think again

Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact. more...

Investment news for Financial Advisers and Paraplanners - Defaqto: Building a multi-asset solution - how hard it can be?

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: What is behind the evolution of managed portfolio services?

The evolution of MPS has been somewhat rapid, particularly over the past few years. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: Risk tools – are they all that?

There is an unprecedented amount of column inches being written about matching a clients’ attitude to risk and capacity for loss to an appropriate investment risk rating. The more that is written, the easier it is to forget what you are trying to achieve in the first place and there seems to be plenty of negative opinion on just about every solution. more...

Technology news for Financial advisers and Paraplanners - Defaqto: Fintech is the future - along with traditional advice

There may be some readers who have been around long enough to remember the ‘tech bubble’ of the late 1990s. more...

Technology update for Financial Advisers and Paraplanners - Defaqto: Suitability report templates now available in Engage Core

Defaqto has worked in collaboration with Eversheds Sutherland to enable and facilitate suitability reports templates in Engage Core to provide a fully integrated end-to-end financial planning tool to advisers. more...

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