Five tips to make the right technology choices

The bandwagon of advice and consultancy helping firms to transition to a post-RDR model continues to gather pace as the 2013 deadline nears. Much debate continues over the delicate matter of transitioning clients and indeed entire adviser firms to a fee based model. Justification of these fees and the need to find cost-effective methods of implementing ongoing service and client communication is right at the core. While technically somewhat removed from the real ‘sharp end’ decisions and challenges, technology suppliers are a vital stakeholder in the future of regulated, independent advi...