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

Anthropic rolls out Claude for US financial advisers

Anthropic rolls out Claude for US financial advisers

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

Sophia Panayi
clock 15 September 2026 • 2 min read
AI models give inaccurate financial advice 57% of the time

AI models give inaccurate financial advice 57% of the time

Could cost users ‘tens of thousands of pounds’

Sophia Panayi
clock 14 September 2026 • 3 min read
AI and advice: Greater automation shouldn't mean less control

AI and advice: Greater automation shouldn't mean less control

How you use AI can change from task to task

Akeel Ahmed
clock 11 September 2026 • 4 min read