Julie Best: What advisers really want from technology providers

When a grand total of zero people raised their hands in an audience of more than 350 financial advisers and planners at April's PA360 event after they were asked "are you happy with your current technology set-up?", that got us at NextWealth thinking. Vast amounts of money and time are being invested by businesses across the retail advice chain on developing technology. Are efforts being directed where those on the front end of delivering financial advice really need it? Our industry has been revolutionised since the introduction of trading platforms and wrap accounts, and yet too many f...