Industry news and views from Panacea and our partners.
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PanaceaIFA.com Appoints First Marketing Director
PanaceaIFA.com, the free online resource and community for directly regulated IFA firms, has appointed Sarah Paul as its first Marketing Director.
Compliancy Services: Newsletter Issue 2
The second issue of Compliancy Services Newsletter
A great new IFA event management tool for busy advisers
PanaceaIFA Events-Hub is a new service for advisers: a one-stop shop where you can find out about conferences and events hosted by many of the best-known fund management groups
Compliancy Services: April 2011 Newsletter Issue 1
The first issue of our newsletter for April 2011
Sammedia: moneyinfo 2.0 launch includes support for enterprise consumer services
Sammedia, the leading provider of IFA client facing solutions, today announced the launch of Moneyinfo 2.0, which delivers a white-labelled consumer facing
Touchstone: New partnership will enhance Touchstone products
Workload is delighted to announce that it is now part of the Equifax group, a leading provider of consumer credit and business risk management services.
Where do I begin? My journey to a Chartered Insurance practitioner
I started off in the 80s when, at the time I was an admin trainer in a life company, my dear boss decided it would be a good idea if the team raised its standards by completing our professional exams.
Back to the Future
Eleven years ago I returned to the UK from my first taste of post graduate working life.
Back to the future
Eleven years ago I returned to the UK from my first taste of post graduate working life.
Close Asset Management: appointment of director
Close Asset Management has appointed Ian Christie to the role of Business Development Director (North)
Asset.tv: Joint Communication Initiative
The JCI is a ground breaking initiative to create video content which advisers can use with their customers and staff.
AEGON: Promote your business the effective way
You can now get the best for your existing client bank with our new Client Promotions zone.
Paraplanning Online - A smarter suitability report writing solution
Fed up of spending hours writing suitability reports and worrying whether or not they meet today's stringent compliance requirements?
Defaqto launches star ratings for 2011
Defaqto launches Star Ratings for 2011 to help financial firms take a feature-focused approach to meeting customers needs
Client data is it reducing the value of your business?
If nothing else, the Retail Distribution Review has focused IFAs attention on business planning and back office organisation. And what is becoming increasingly obvious is that - whether you plan to sell your business as a going concern or you have decided to sell your client book - poor client data can, and will, cost you.
Adviserwise launch new product
We are pleased to announce that Adviserwise from Origo has launched an innovative tool that can give you insight into how signing up to eServices can transform your business. From New Business to Portfolio Management, the potential to streamline your business while making market gains are outlined through analysis of your current business data.