Built and developed with pilot of 70 advisers over the last 12 months
Sesame Bankhall Group's head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
From data encryption to intruder detection systems, Nick Eatock, CEO of IntelliFlo, explains the best ways to prevent confidential information getting into the wrong hands.
Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.
Chris Read gives his top tips for successful migration of clients' assets onto wrap platforms.
Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie
With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.