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Technology

Technology

'Focus on technology' behind True Potential's profit surge

Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.

clock 23 July 2014 •

Technology

Mark Loosmore on the RDR: Demonstrating value 18 months on

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

clock 08 July 2014 • 3 min read

Technology

It takes two: Dancing the adviser/client technology tango

It takes two: Dancing the adviser/client technology tango

clock 26 June 2014 • 4 min read

Adviser tips

How to survive and thrive in the customer service era

How to survive and thrive in the customer service era

clock 12 June 2014 •

Equities

Is the tech sector worth the leap of faith?

Is the tech sector worth the leap of faith?

clock 12 June 2014 •

RDR

Wheatley: 2014 could be defining moment for automated advice

Financial Conduct Authority (FCA) chief executive Martin Wheatley has once again thrown his weight behind the idea of computerised advice, as he predicted a financial services future shaped by software developers, computer programmers and economists....

clock 11 June 2014 •

Technology

Supermarket sweep: What advisers can learn from retailers

Supermarket sweep: What advisers can learn from retailers

clock 29 May 2014 •

Technology

Turn on, tune in: The technological advances changing the face of advice

Turn on, tune in: The technological advances changing the face of advice

clock 22 May 2014 • 8 min read

Equities

Sector report: Fancy a slice of the T&T cake?

Sector report: Fancy a slice of the T&T cake?

clock 08 May 2014 •

Investment

Are fears of another tech bubble justified?

Are fears of another tech bubble justified?

clock 24 April 2014 •
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