Productivity drive: Managing the challenge of adviser tech

If tech isn't paying its way it has to be managed, replaced or rationalised

clock • 3 min read

Brendan Llewellyn explores Adviser Home's latest research into the adviser market and discusses the need for improved productivity...

One of the stand-out findings in this year's research with Alpha FMC and Adviser Home is the importance of productivity and the challenges advisers face in technology and operational efficiency. Stand out because, normally, regulatory challenges eclipse any other adviser concern and because these operational challenges are not new. Before "modern times" running an adviser business was a largely tech-free zone, with paper flows creating habitual hassle and providers guarding and releasing client information at a snail's pace. Now, providers still cause advisers some frustration but ...

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