Technological and regulatory disruption has created an era of unprecedented change for both advisers and platforms. Here Thomas Lowe assesses six key trends to think about as you future-proof your business
Importance of user experience Technology is accelerating the ease with which investors can transition and multichannel between platforms. In this increasingly frictionless digital environment, platforms...
Managing a development team
Capturing data pays business dividends
'Enables far more targeted, specific and personalised advice'
'Future of advice is hybrid advice'
Luke Beatty shares his insight into source control and explains how developers collaborate on financial services projects
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers