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DT blogOur thoughts on financial planning and front office technology
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DT blog | blogs.distribution-technology.com Reviews
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Our thoughts on financial planning and front office technology
blogs.distribution-technology.com
DT blog: RDR and practical support for advisers
http://blogs.distribution-technology.com/2010/11/rdr-and-practical-support-for-advisers.html
Our thoughts on financial planning and front office technology. Friday, 19 November 2010. RDR and practical support for advisers. It is quite common these days to read in the press that implementing the RDR will rely on the improved use of technology. One good example is Richard Mein's article in Professional Adviser published on 18 November. Posted by Shelley Robertson. Subscribe to: Post Comments (Atom). RDR and practical support for advisers. Autumn preparation for RDR.
DT blog: June 2011
http://blogs.distribution-technology.com/2011_06_01_archive.html
Our thoughts on financial planning and front office technology. Tuesday, 14 June 2011. BBC's Panorama highlights the industry's greatest challenge. BBC's Panorama highlights the industry's greatest challenge. FSA writes to wealth manager CEO's. Last night's Panorama programme - 'Can you trust your bank'. Provided ample evidence that, in their words " Investors' attitude to risk is the most important thing for banks to get right. And had our risk profile descriptors Crystal Mark approved to ensure that wh...
DT blog: March 2011
http://blogs.distribution-technology.com/2011_03_01_archive.html
Our thoughts on financial planning and front office technology. Friday, 18 March 2011. Leaders views on technology in advisory businesses. At the end of last year we carried out a survey of business leaders in 45 of the top advisory firms; regionals, nationals and networks, banks and wealth managers. We asked a series of questions about how they viewed the role of technology as both blocker and enabler. You can find the results here. Posted by Ben Goss. Subscribe to: Posts (Atom).
DT blog: December 2010
http://blogs.distribution-technology.com/2010_12_01_archive.html
Our thoughts on financial planning and front office technology. Wednesday, 8 December 2010. The importance of independence. Prompted by two events in the last two weeks, the FSA's paper CP10/29. Acquisition of Focus Solutions it's worth considering the importance of independence and objectivity in the provision of front office and financial planning tools. In the words of the FSA in CP10/29. Our plans as a company, board and management team are to continue to build DT and our products, successfully and i...
DT blog: November 2010
http://blogs.distribution-technology.com/2010_11_01_archive.html
Our thoughts on financial planning and front office technology. Friday, 19 November 2010. RDR and practical support for advisers. It is quite common these days to read in the press that implementing the RDR will rely on the improved use of technology. One good example is Richard Mein's article in Professional Adviser published on 18 November. Posted by Shelley Robertson. Monday, 1 November 2010. Autumn preparation for RDR. Dynamic Planner's autumn release. We have extended our award winning. Financial pl...
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distributed.net: staff blogs
Distributed.net staff keep (relatively) up-to-date logs of their activities in .plan files. These were traditionally available via finger, but we've put them on the web for easier consumption. 8212; Mike Reed. We hope that you celebrated a happy holiday season and saw the new year in with friends and family wherever you may be. We have made great progress during the year by working together. Friends and strangers, enthusiasts all, from the four corners of the globe in pursuit of a common goal. We continu...
blogs.distribution-technology.com
DT blog
Our thoughts on financial planning and front office technology. Tuesday, 14 June 2011. BBC's Panorama highlights the industry's greatest challenge. BBC's Panorama highlights the industry's greatest challenge. FSA writes to wealth manager CEO's. Last night's Panorama programme - 'Can you trust your bank'. Provided ample evidence that, in their words " Investors' attitude to risk is the most important thing for banks to get right. And had our risk profile descriptors Crystal Mark approved to ensure that wh...
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