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

Utilities might be the next AI play for patient investors

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

Ian Aylward
clock 04 November 2026 • 3 min read
Openwork to build AI into latest technology suite with AdvisoryAI link-up

Openwork to build AI into latest technology suite with AdvisoryAI link-up

Advisers will be able to use meeting notes assistant Evie

Isabel Baxter
clock 04 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

Jen Frost
clock 03 November 2026 • 2 min read