Mark Loosmore: Why it pays to plan ahead

Reassurance plus efficiency

clock • 4 min read

For advisers looking to the future, warns Mark Loosmore, it would be easy to fall into the trap of offering an advice service that ticks all the right boxes but where neither the digital nor the human element is of the required quality

In early 2009, I signed up for a social media service that looked innovative and promising but which few of my friends had on their radar. I felt like an early adopter, even though it had launched three years earlier. Scroll forward to the current day and it seems everyone I know is on Twitter, sharing news, views and lots of dog pictures. In fact, for many, particularly those a good few years younger than myself, Twitter is already old hat. For me, Twitter is where I go to for breaking news and real-time reaction from influencers. And the dogs. Let's not forget the dogs. Twitter is a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read

Fighting financial fraud requires cutting-edge tech – and more besides

'Financial fraud has come a long way since Bruce Wayne's day'

Steve Andrews
clock 28 November 2025 • 4 min read
The next evolution in fund structure: What tokenisation means for advisers

The next evolution in fund structure: What tokenisation means for advisers

'For advisers, the opportunity lies in preparation'

Justin Hayer
clock 25 November 2025 • 4 min read