Technology

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.

IFA and employee benefits adviser Helm Godfrey has launched its own app to allow clients to access its services 24/7.

Mergers and acquisitions can bring huge business benefits, but firms' systems - not just their MDs - need to talk to each other...

Adrian Grace: Aegon's self-styled agitator CEO

Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.

The April pension freedoms mean greater flexibility in accessing pension funds, but ensuring people are clearly picturing where their money can and will go is important to its success, says Mark Loosmore

What New Year's Eve fireworks teach us about adviser tech

Regulators have fined the Royal Bank of Scotland (RBS), NatWest and Ulster Bank £56m for IT failures which meant customers could not access banking services.

Yahoo is close to investing millions of dollars in mobile messaging service Snapchat, which may value the start-up at about $10bn (£6.2bn), according to reports.