Industry news and views from Panacea and our partners.
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AdviserTech LIVE! 2021: A new adviser mindset
Digital can transform the way you do business, youve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
Dynamic Planner: How have people felt about risk in 2020? And how can advice firms best manage it for clients in future?
The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.
Dynamic Planner: Solutions cater for clients taking regular income in retirement
Income in retirement, naturally, has always been a big issue for financial advice firms and, according to commentators, is only going to get bigger in the regulators eyes in future.
MoneyInfo: e-signatures its about time
Documents signed electronically - even when a statutory requirement for a signature predates the digital age - have legal force, the Law Commission says to clear up any lingering doubts over the issue.
Defaqto: MiFID II portfolio cost analysis added to Defaqto Engage
To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality.
Fund Reviews launch in Defaqto Engage
Available to advisers through Defaqtos end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.
Defaqto: Engage provides an unparalleled DFM research tool
An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market.
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. Heres what we learnt.
London Stock Exchange Group lists Defaqto among 1000 companies to inspire Britain
Published annually, the report celebrates the UKs fastest growing and most dynamic Small and Medium Sized Enterprises (SMEs).
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.
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.
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 clients details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio all the time ensuring the clients details in Dynamic Planner and iO remain seamlessly in sync.
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.
New Dynamic Planner and Intelligent Office Integration is Live
The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store.
Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements
Dynamic Planner, the UKís preferred digital risk profiling and asset allocation-led investment service announces a three year, £5m technology investment into the next generation of Dynamic Planner.
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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.
Defaqto Engage Core and Intelligent Office integration
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate 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.
Dynamic Planner: Time to Rebalance Traditional Multi-Asset Foundation
Investment in Physical Property has been a cornerstone for multi-asset solutions. However, investing in Physical Property through investments funds, which provide daily liquidity can cause liquidity mismatches.
Dynamic Planner partners with Panacea to help inform community
Dynamic Planner has teamed up with Panacea Adviser to help keep sector professionals informed with key industry insight and developments.
UnderwriteMe: Becoming an e-Protection adviser
The 2014 Fidelity Advisor Insights study (updated in 2016 ) suggested that advisers who embraced technology were significantly more successful than their more traditional competitors. On average, these e-advisers had 40% more funds under management and 74% of those surveyed believed their use of technology had helped them grow their business.
Sammedia is now money info limited
On April 6th Sammedia Limited, the leading supplier of digital client portals to both workplace and wealth management changed its name to moneyinfo limited.
Save our NHS, but how?
I had a very interesting discussion over the weekend with a Labour party activist, campaigning under a specially erected party tent in the centre of my hometown, Wokingham.
Sammedia: Increasing Client Engagement - a Lesson from Facebook
I joined Facebook in February 2007. My sister-in-law worked in media and told me about this new website everyone was joining. She sent me a friend request, I joined up and sent friend requests to a handful of friends and colleagues at work. They all signed up, then signed up their friends as well.
Intelliflo: Mind the Gap
Your clients are under attack. At least, if they fall into the Baby Boomer category (age 50-70) they are. Not physically of course but their perceived wealth and good fortune is a cause for increasing resentfulness among younger people.
Hodge Lifetime welfare benefit guide 2015-2016
When assessing your customers requirements for borrowing in retirement, it is important to check whether any benefits will be affected by your recommendation.
Intelliflo: Advisers expect big business boost from new pension freedoms
A new poll¹ among users of Intelliflos Intelligent Office web-based business management software shows that four out of five adviser firms expect the new pension freedoms to provide a significant boost to business.
Pounce now - Intelligent Office setup costs are free!
Theres never been a better time to switch to Intelligent Office with initial setup costs free until 31 May 2015 so pounce now!
BESecure Mail
Panacea Adviser are delighted to announce their latest partnership with BESecure Mail (BESM). With BESecure Mail YOU continue to use your normal email address(es) & preferred system (Outlook 2010+ / Apple Mail) YOU retain full control of your data - message(s) and attachment(s) YOU control who opens them YOU decide how to identify your intended recipient YOU hold your encrypted data in your personal BESM folder YOUR data is always encrypted by us WE never store or see your information or the security parameters you set
BESecure Mail
Panacea Adviser are delighted to announce their latest partnership with BESecure Mail (BESM). With BESecure Mail YOU continue to use your normal email address(es) & preferred system (Outlook 2010+ / Apple Mail) YOU retain full control of your data - message(s) and attachment(s) YOU control who opens them YOU decide how to identify your intended recipient YOU hold your encrypted data in your personal BESM folder YOUR data is always encrypted by us WE never store or see your information or the security parameters you set
Wizard Learning: CII exam pass rates - advanced diploma, diploma, regulated diploma
In this news update we look at the recently published CII pass rates
Intelliflo: Switch to Intelligent Office and harness the power of over 100 best of breed integrations
Does your business management system have over 100+ best of breed industry connections at its heart? Would you like to have access to familiar tools but all integrated within a single, powerful technology ecosystem?
Intelliflo: Is technology removing the need for face-to-face local advice?
Providing a personal service will always be part of running a successful business, but in certain situations - with certain types of client - technology offers a great alternative to face-to-face get-togethers
Scottish Provident: Clients are looking for instant and immediate answers
In todays always on world where we can source instant and immediate answers to most questions its no surprise that protection providers have had to develop better ways of working to suit changing consumer behaviour.
Intelliflo boosts market-leading position with 'Free to switch' offer
Intelliflo aims to boost its position as the leading provider of software solutions for UK financial services companies with a free-to-switch offer that runs to the end of 2014.
Mortgage Brain launches revolutionary online sourcing system
Mortgage Brain, the multi award-winning mortgage technology solutions provider, has announced the launch of MortgageBrain Anywhere, its revolutionary online mortgage sourcing system.
Equifax Touchstone Limited Latest Updates
New Touchstone maps facility that is fully integrated with the system and customisable
Sammedia - 10 reasons to not rely on platforms when considering a client portal
10 Reasons to not rely on platforms when considering a client portal