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Technology

Dynamic Planner CEO: Tech has underpinned advice transformation

Technology

Dynamic Planner CEO: Tech has underpinned advice transformation

Industry in the foothills of something ‘really quite special’

clock 07 February 2023 • 2 min read
UK platform market 'walking into oblivion' without tech innovation

Technology

UK platform market 'walking into oblivion' without tech innovation

Delegates heard platforms are ‘overpriced for what they deliver’

clock 26 January 2023 • 3 min read
A year of transition: What next for adviser tech in 2023?

Technology

A year of transition: What next for adviser tech in 2023?

Slow progress on integration but clear signs that momentum is building

clock 23 December 2022 • 4 min read
Pricing, private equity and tech — where next for platforms in 2023?

Platforms

Pricing, private equity and tech — where next for platforms in 2023?

The industry speaks on expectations for the platforms space next year

clock 22 December 2022 • 8 min read
Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Technology

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Firm aims for ‘fully integrated financial planning’ offering from next year

clock 07 December 2022 • 1 min read
PA360 North: Tech cannot replace relationships of trust

Technical

PA360 North: Tech cannot replace relationships of trust

Industry experts debate the pros and cons of a hybrid work world

clock 05 October 2022 • 2 min read
PA360 North: 'Embrace technology, make the best use of it'

Technology

PA360 North: 'Embrace technology, make the best use of it'

‘We've seen huge increase in productivity as a consequence of technology’

clock 05 October 2022 • 2 min read
Only 25% of advisers hunting for new clients under 35 - report

Your profession

Only 25% of advisers hunting for new clients under 35 - report

Underserved younger demographic

clock 22 June 2022 • 2 min read
Tech-savvy advice firms generate '44% more revenue per adviser'

Your Business

Tech-savvy advice firms generate '44% more revenue per adviser'

59% more ongoing revenue

clock 10 May 2022 • 2 min read
Partner insight: How technology is improving outcomes for investors

Investment

Partner insight: How technology is improving outcomes for investors

Cutting-edge data analysis tools are delivering benefits to investors that add significant value over time

clock 07 March 2022 • 1 min read
123
Most read
01

Firms warned over diversity vagueness amid FCA clamp down

27 March 2023 • 3 min read
02

Why competition in the advice arena is a good thing

27 March 2023 • 6 min read
03

Two West Midlands firms declared in default by the FSCS

27 March 2023 • 1 min read
04

Five planning firms gain corporate Chartered status from the CII

27 March 2023 • 1 min read
05

Communication 'disconnect' remains ahead of Consumer Duty

27 March 2023 • 2 min read
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