Technology

Technology can bolster client engagement in numerous ways

Real-time monitoring to help identify vulnerable clients

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

Advisers looking for innovation in all the wrong places

New product aiming to help firms with the protection gap

‘State of technology in the delivery of advice hasn't kept pace’ with other areas

'Cashflow modelling can demonstrate the value of paid-for financial advice'

Call to identify business needs, goals and desired outcomes

Platform market change sees more consistent tech-driven customer propositions

‘Platforms may be in for a bumpy ride over the next few months’