Partner Insight: Is tech a double-edged sword for advisers?

clock • 1 min read
Partner Insight: Is tech a double-edged sword for advisers?

As financial advisers navigate the increasingly complex regulatory landscape, technology offers a potential solution to streamline administrative tasks and enhance client engagement; but can excessive reliance on technology erode the personal touch that is essential for building strong client relationships?

Read the full article in Cash: The Next Chapter in association with Flagstone. By clicking "Read Here" below you agree to the data protection statement below.

Sign-up

DATA PROTECTION STATEMENT

Your privacy policy – Please read carefully

We set out below how and the basis under which we, Incisive Media*, will communicate with you.  In our Privacy Policy we explain how we may use your data.

For subscriptions, events, sponsored content and resources, we will use the lawful basis of 'legitimate interests' and we will use the contact details supplied to us to market to you regarding your trial or subscription, reader research, events and other related products. You will always be offered the option to change your contact preferences. Where you request a whitepaper or content published by one of our third party partners or attend a sponsored event which Incisive Media hosts, we will identify the third party or sponsors to you at the time and then pass on your contact details to them. They will contact you directly and their use of your data will be governed by their own privacy policy. Events may attract additional sponsors after bookings have opened and after the date you have signed up to attend, but we will identify all sponsors to you by email before the event.

Please note that if you are a sole trader or other partnership, you will not receive information regarding Incisive Media's other brands or from third parties until such time as we have your consent.

More on Investment

The risks of underinvesting in a stock market bubble

The risks of underinvesting in a stock market bubble

Booms and crashes are part and parcel of the market cycle

Laith Khalaf
clock 17 February 2026 • 3 min read
US investment manager Nuveen to buy Schroders in £9.9bn deal

US investment manager Nuveen to buy Schroders in £9.9bn deal

Combined group will oversee almost $2.5trn of assets under management

Linus Uhlig
clock 12 February 2026 • 2 min read
UK DIY investment grew by more than £100bn in 2025

UK DIY investment grew by more than £100bn in 2025

According to data released by Boring Money

Patrick Brusnahan
clock 11 February 2026 • 2 min read

In-depth

The adviser firms private equity wants in 2026

The adviser firms private equity wants in 2026

'People-led durability is now the premium asset in 2026'

Laura Miller
clock 16 February 2026 • 7 min read
Onshore bonds are back – but who is leading the call for their return?

Onshore bonds are back – but who is leading the call for their return?

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'

clock 11 February 2026 • 5 min read
Student debt and advice: 'Strong case' for it to be given greater attention

Student debt and advice: 'Strong case' for it to be given greater attention

Overlooked but ‘shouldn’t be ignored’

Isabel Baxter
clock 09 February 2026 • 8 min read