Having a ball with technology


Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.

It is widely recognised and commented upon that today’s IFAs face multiple challenges: a tough economic climate, a changing regulatory environment, and a need to support concerned clients whose confidence has been battered. All of these challenges add pressure to business focus and profitability. However, even with all of these obstacles to success, there is a huge opportunity for those adviser firms that embrace technology to deliver a scalable, robust and effective business and client communication process. Optimising tasks Identifying those tasks that can be optimised with techno...

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