Technology

Streamline client file reviews and compliance document audits

‘Advisers are tired of overpaying for technology that integrates poorly’

Nearly all advisers say investment clients have become more demanding

Digital defences must adapt to preserve adviser market integrity

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

‘We need to bring fast money concepts into the slow money side’

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

PA talks to industry experts on the future of adviser-owned platforms

Shrinking personal allowances dragging more investors into CGT net

'Don't underestimate what can be achieved in the next decade'