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Technology

Technology helping firms avoid disparate client outcomes

Your profession

Technology helping firms avoid disparate client outcomes

Tech allows firms to demonstrate they are complying with Consumer Duty

clock 22 May 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Technology

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

clock 16 April 2024 • 1 min read
Small advice firms urged to build a 'technology network'

Technology

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

clock 04 April 2024 • 2 min read
Advisers need to find their technology 'superpower'

Technology

Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

clock 28 March 2024 • 1 min read
NextGen Planners launches tech stack 'innovation lab'

Technology

NextGen Planners launches tech stack 'innovation lab'

Comprised of nine tech stack ‘avengers’ from across the industry

clock 18 March 2024 • 1 min read
Royal London eyes 'superior' technology for pensions business

Your profession

Royal London eyes 'superior' technology for pensions business

Barry O'Dwyer reveals digital platform plans for pensions arm

clock 08 March 2024 • 1 min read
Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers over the last 12 months

clock 04 March 2024 • 2 min read
Hargreaves Lansdown profits drop 8% as technology spend soars

Your profession

Hargreaves Lansdown profits drop 8% as technology spend soars

Tool to improve efficiency for financial advisers is scrapped

clock 22 February 2024 • 2 min read
AI will play key role in compliance checking for small advice firms

Technology

AI will play key role in compliance checking for small advice firms

AI to help small firms present ‘more manageable interface’ with the FCA

clock 20 February 2024 • 1 min read
AI and advice: The beginning of a beautiful friendship?

Your profession

AI and advice: The beginning of a beautiful friendship?

Professional Adviser looks at whether AI is revolutionising financial planning

clock 19 February 2024 • 8 min read
123
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03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
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