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Technology

Most advisers have used the same platform for more than five years

Wrap/platforms

Most advisers have used the same platform for more than five years

Nearly 40% last worked with a new platform more than five years ago

clock 05 January 2024 • 1 min read
Taking a close look at advisers' Christmas wish lists for this year

Technology

Taking a close look at advisers' Christmas wish lists for this year

‘Technology is still not as streamlined as we have come to expect’

clock 21 December 2023 • 3 min read
Tools of the trade: Looking beyond traditional adviser tech

Technology

Tools of the trade: Looking beyond traditional adviser tech

‘There is no silver bullet to solve this…no single piece of regulation’

clock 20 December 2023 • 4 min read
Platform due diligence: The good, the bad and the lazy

Wrap/platforms

Platform due diligence: The good, the bad and the lazy

Where are the areas where we need to give due diligence a good hard stare?

clock 14 December 2023 • 4 min read
Rise of the machines: Fifth of advisers fear AI will displace them

Technology

Rise of the machines: Fifth of advisers fear AI will displace them

Third of advisers feel AI will transform their profession

clock 12 December 2023 • 1 min read
AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Wrap/platforms

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

Added more than 50,000 platform customers

clock 07 December 2023 • 3 min read
Three things that make platforms stand out to advisers

Wrap/platforms

Three things that make platforms stand out to advisers

Continuous innovation in platforms is essential

clock 05 December 2023 • 4 min read
Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
Is it time for a whole of life financial planning app?

Technology

Is it time for a whole of life financial planning app?

Engaging younger saves through apps is a work in progress

clock 30 November 2023 • 7 min read
FCA speaks on how it is considering AI to improve its processes

Technology

FCA speaks on how it is considering AI to improve its processes

The regulator is looking to find opportunities from new technology

clock 27 November 2023 • 1 min read
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