The professional revolution: Control your own destiny, advisers, or someone else will

What has advice tech given us?

clock • 4 min read

The uncomfortable truth is that most adviser tech doesn't liberate us. Rather, in a very real way, it traps us, writes Nick Ryan

I'm a financial adviser. When I think about it from my clients' perspective, what is it that I do? First and foremost, I'm their single port of call. I assess their circumstances, comprising information of great variety and complexity (and not just financial, either), and make sense of it all. I then present them with a plan which shows them what they need to know, as quickly, simply, and intelligently as is appropriate to them. In so doing, I free them from what otherwise would inevitably be an impenetrable, time-consuming, and anxiety-inducing task. Ultimately, the aim is to give th...

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

Advisers create own strategies to combat 'fragmented' back-office systems

Advisers create own strategies to combat 'fragmented' back-office systems

Frustration with ‘lack of seamless connectivity’ continues

Isabel Baxter
clock 25 September 2025 • 2 min read
Could Iress private equity sale finally shake up the back-office world?

Could Iress private equity sale finally shake up the back-office world?

‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’

Justin Cash
clock 12 September 2025 • 5 min read
I know a man who can: Advisers urged to adopt consumer signposting tool

I know a man who can: Advisers urged to adopt consumer signposting tool

Answer to enquiries from prospective clients’ advisers can’t help

Jenna Brown
clock 10 September 2025 • 2 min read