Tools of the trade

Having invigorated many market sectors, technology has become a valuable tool for many advisers. There is still a degree of stigma attached to technology, however, and for this reason the providers of technology solutions need to develop solutions that complement rather than reinvent existing processes while educating advisers about the benefits that they can provide. The importance of technology was highlighted by the latest findings from the annual Assureweb Tech Index study of 300 financial advisers. Almost three-quarters of respondents (74%) claimed technology is a fundamental part of...