Technology

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
Partner insight: How technology is empowering investment decision-making

Technology

Partner insight: How technology is empowering investment decision-making

The human brain is vulnerable to emotional, investment bias, but technology can help to improve outcomes for investors

clock 23 February 2022 • 1 min read
Behind Unique Financial Planning's strategy for growth

Your Business

Behind Unique Financial Planning's strategy for growth

'Technology, diversity and risk management'

clock 30 November 2021 • 2 min read
Chris Jones: How advice firms can grow profits in a high inflation world

Your Business

Chris Jones: How advice firms can grow profits in a high inflation world

Keep on truckin’ – or take a different road?

clock 12 November 2021 • 6 min read
Advisers show 'unprecedented' appetite for technology - NextWealth

Technology

Advisers show 'unprecedented' appetite for technology - NextWealth

Latest NextWealth research

clock 15 September 2021 • 2 min read
Most read
01

Low awareness of bond tax benefits 'a growing concern for advisers'

06 December 2023 • 2 min read
02

Platforms facing 'heaps of adviser demands' in 'challenging market'

07 December 2023 • 3 min read
03

FCA: Blackmore Bond promotions had 'very relevant risk warnings'

07 December 2023 • 3 min read
04

Advisers say inflation is the biggest threat for clients

07 December 2023 • 1 min read
05

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

07 December 2023 • 3 min read