'A real breakthrough': Key trends shaping adviser tech in 2024

At this time of year, it's natural to think about what lies ahead and I think the outlook for 2024 is pretty exciting. After some challenging times for the advice sector, there are plenty of reasons to be optimistic that the next twelve months will be brighter than the last. Economically, it feels like we're on a sounder footing, which is important from a business perspective, and from a technology standpoint, I think the advice profession is on the verge of a significant step forward. This year will see important changes in technology that will transform how advisers operate and enga...