professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Will Consumer Duty make platforms 'governance vehicles'?

Wrap/platforms

Will Consumer Duty make platforms 'governance vehicles'?

So, what does the modern platform look like?

clock 01 December 2022 • 3 min read
Technology key to closing growing advice gap, say advisers

Technology

Technology key to closing growing advice gap, say advisers

Cost of servicing lower value clients too high, research finds

clock 29 November 2022 • 2 min read
'NextGen or LostGen?' The need for new client acquisition strategies

Technology

'NextGen or LostGen?' The need for new client acquisition strategies

Advisers recognising the need for more bespoke approaches

clock 28 November 2022 • 3 min read
TISA welcomes tabled amendment allowing for personalised guidance

Your profession

TISA welcomes tabled amendment allowing for personalised guidance

‘Crucial that consumers have access to targeted and effective support’

clock 25 November 2022 • 2 min read
Tough third quarter for platform industry, data shows

Wrap/platforms

Tough third quarter for platform industry, data shows

Economic instability is hurting investor confidence, experts say

clock 10 November 2022 • 3 min read
Altus on building an office fit for the post-pandemic work world

Technology

Altus on building an office fit for the post-pandemic work world

Software provider and consultancy speaks on its new Bath headquarters

clock 07 November 2022 • 1 min read
Talk Money Week: How tech can improve client communications

Technology

Talk Money Week: How tech can improve client communications

Technology can bolster client engagement in numerous ways

clock 07 November 2022 • 4 min read
MorganAsh partners with Moneyhub to address Consumer Duty

Technology

MorganAsh partners with Moneyhub to address Consumer Duty

Real-time monitoring to help identify vulnerable clients

clock 02 November 2022 • 2 min read
Industry must get over 'arrogance' to allow savings flexibility

Technology

Industry must get over 'arrogance' to allow savings flexibility

Advice firms must 'think digital first' to survive and thrive

clock 02 November 2022 • 2 min read
Disjointed adviser tech is 'completely unacceptable'

Technology

Disjointed adviser tech is 'completely unacceptable'

Advisers looking for innovation in all the wrong places

clock 01 November 2022 • 2 min read
333435
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page