Thomas Lowe: Six key trends to note as you future-proof your business

Advisers and platforms

clock • 6 min read

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 and advisers will find it harder to create loyalty. For the new breed of millennial investors, a seamless service is paramount. This trend is supported by the growth of ‘eco-systems', which enable investors and savers to have a one-stop shop for their financial needs. There is also a regulatory imperative for platforms to improve switching times - as underlined by the Financial Conduct ...

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

As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read
AI in financial services: Hype, hope, or a bit of both?

AI in financial services: Hype, hope, or a bit of both?

'It's important to maintain a healthy dose of scepticism and here's why...'

Doug Boyce
clock 06 August 2025 • 4 min read
Most popular advice tech and adviser AI systems in H1 2025

Most popular advice tech and adviser AI systems in H1 2025

Iress tops the list for advice tech and AI

Isabel Baxter
clock 31 July 2025 • 3 min read