professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Timeline has the most innovative technology, industry says

Technology

Timeline has the most innovative technology, industry says

Advisers, business owners and paraplanners share their thoughts

clock 17 June 2024 • 1 min read
Rise and fall of finfluencers: Shifting the advice landscape

Your profession

Rise and fall of finfluencers: Shifting the advice landscape

Investors shift back to traditional advice as finfluencers’ popularity falls

clock 24 May 2024 • 7 min read
Technology helping firms avoid disparate client outcomes

Your profession

Technology helping firms avoid disparate client outcomes

Tech allows firms to demonstrate they are complying with Consumer Duty

clock 22 May 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Technology

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

clock 16 April 2024 • 1 min read
Small advice firms urged to build a 'technology network'

Technology

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

clock 04 April 2024 • 2 min read
Advisers need to find their technology 'superpower'

Technology

Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

clock 28 March 2024 • 1 min read
NextGen Planners launches tech stack 'innovation lab'

Technology

NextGen Planners launches tech stack 'innovation lab'

Comprised of nine tech stack ‘avengers’ from across the industry

clock 18 March 2024 • 1 min read
Royal London eyes 'superior' technology for pensions business

Your profession

Royal London eyes 'superior' technology for pensions business

Barry O'Dwyer reveals digital platform plans for pensions arm

clock 08 March 2024 • 1 min read
Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers over the last 12 months

clock 04 March 2024 • 2 min read
Hargreaves Lansdown profits drop 8% as technology spend soars

Your profession

Hargreaves Lansdown profits drop 8% as technology spend soars

Tool to improve efficiency for financial advisers is scrapped

clock 22 February 2024 • 2 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=technology