Technology

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.

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