Personal finance

1065 articles tagged with this keyword

/Personal finance

Misys shelves Sesame sale

UK banking systems vendor Misys says it has ended talks with potential buyers of Sesame, its IFA services network, after failing to agree a price for the business.

/Personal finance

Vertex to acquire 1st Group in IFA portal play

UK life, pensions and mortgage systems firm Vertex is to acquire financial adviser software business 1st Group for a maximum £38.5 million.

/Personal finance

DSTi Wraps up PAS acquisition

Investment management software vendor DSTi has acquired UK pensions planning and calculations firm Pensions and Acturial Services (PAS), as part of its strategy to develop comprehensive Wrap admin services for financial advisors.

/Personal finance

Banks launch French joint venture employee savings platform

Axa France, BNP Paribas, HSBC France and Société Générale are to create a joint platform for employee savings plan administration in France.

/Personal finance

Paper chase catches up with IFAs

Over 80% of UK independent financial advisors (IFA) are processing new business electronically, but the majority have yet to maximise the benefits of automation, according to a survey conducted by IFA portal operator The Exchange.