Technology

Client segmentation in the digital age

Robo-advice should be embraced by advisers as a complementary tool to help them - and not a threat - according to chief executive of the Personal Finance Society Keith Richards.

The government is keen to explore opportunities in the fintech sector such as automated advice, as it recognises technological development will be good for both consumers and firms, economic secretary Harriett Baldwin told the Financial Conduct Authority...

Standard Life said advisers need to act to avoid being trapped in dying platform partnerships, as it predicted the market will shrink to a handful of providers.

Advisers may be clued up on mobile and remote technology but they are not making the most of it in their businesses, writes tech expert Mark Loosmore...

There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.

Digital advice doesn't have to be a threat if you work out how to harness it

Intrinsic appointed representative Wealth Help is launching a direct to consumer (D2C) service to facilitate financial planning for the mass market.

Back-office systems: Innovate before it's too late

There has never been a better time to be in financial advice, but IFAs who fail to embrace technology will lose out to more tech-savvy firms who better serve pensions freedom clients, experts have said.