Mark Loosmore, from technology consultancy AT8 Group, discusses how large corporates and banks are being left standing by some smaller IFAs, who are firmly in the driving seat when it comes to using technology for distribution...
In the current set of articles AT8 is writing for Professional Adviser, we have visited large and small distributors to understand how technology is being used in the field and at the office. We expected to see the banks and large corporate organisations leading the way in the creative use of technology, but the reality is that it is often the small IFA that has the edge in implementing innovative solutions. Not held back by prolonged corporate procurement processes, or heavily bespoked legacy technology, we are seeing a number of the smaller IFAs being quick to seize on opportunities to...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
