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

UK retail investors more influenced by domestic policy than geopolitical events

UK retail investors more influenced by domestic policy than geopolitical events

Winterflood Q1 report finds

clock 05 May 2026 • 2 min read
Darius McDermott: Defence in a fragmented world

Darius McDermott: Defence in a fragmented world

'It is clear that the world has changed and government spending is being redeployed'

Darius McDermott
clock 01 May 2026 • 4 min read
Canaccord Wealth launches crypto exposure offering to high-net-worth clients

Canaccord Wealth launches crypto exposure offering to high-net-worth clients

For risk profile 7+ portfolios

clock 29 April 2026 • 1 min read

In-depth

Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact

Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact

'Strategically smart, operationally delicate'

Isabel Baxter
clock 15 April 2026 • 7 min read
Are AI tools the new robo advisers?

Are AI tools the new robo advisers?

Reform not replacement

Laura Miller
clock 07 April 2026 • 8 min read
Advisers warned against 'cost-saving' exercises as FCA proposes ditching annual suitability requirement

Advisers warned against 'cost-saving' exercises as FCA proposes ditching annual suitability requirement

Changes offer an opportunity for more ‘meaningful’ advice

Sophia Panayi
clock 26 March 2026 • 4 min read