Adam Higgs: What adviser tech can help with MiFID II?

Software round-up

clock • 4 min read

Advisers are still getting to grips with the new obligations of MiFID II, the practical implementation of which is harder than many had envisaged. Here Adam Higgs considers existing adviser technology that could help

3 January 2018 saw the introduction of MiFID II as a revamped version of the Markets in Financial Instruments Directive. Four months in, advisers are still getting to grips with the new obligations placed on them by the updated rules and, while no-one can argue with the aim to provide greater protection and transparency for investors, the practical implementation is harder than many envisaged. Technology is clearly well placed to help advisers carry out their new duties but, with the need for greater levels of data, how are some of the biggest players tackling some of the key issues? ...

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

Marloo adds Morningstar research and data to AI platform

Marloo adds Morningstar research and data to AI platform

Available to UK adviser users

Sophia Panayi
clock 02 September 2026 • 1 min read
How smaller advice firms can make the most of AI

How smaller advice firms can make the most of AI

Hardy Michel and Alan Parr unpack the changing technological landscape

Professional Adviser
clock 28 August 2026 • 1 min read
Rethinking how adviser technology is priced

Rethinking how adviser technology is priced

'Per-user pricing isn't obsolete, but there should be an alternative'

Uday Nimmakayala
clock 28 August 2026 • 5 min read