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Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Fintel urges advisers to look at new areas of growth as ‘world is changing’

clock 19 September 2023 • 2 min read
Advisers fanning the advice gap flame with slow tech adoption

Your profession

Advisers fanning the advice gap flame with slow tech adoption

Technology is ‘important for the future of financial advice’

clock 08 September 2023 • 1 min read
Paraplanners demand technology upgrades and 'better integration'

Technology

Paraplanners demand technology upgrades and 'better integration'

Majority believe the technology they use could be upgraded

clock 05 September 2023 • 2 min read
Close to half of clients confirm they prefer virtual consultations

Technology

Close to half of clients confirm they prefer virtual consultations

Virtual meetings are likely to remain an important channel for advisers

clock 28 April 2023 • 2 min read
Dynamic Planner CEO: Tech has underpinned advice transformation

Technology

Dynamic Planner CEO: Tech has underpinned advice transformation

Industry in the foothills of something ‘really quite special’

clock 07 February 2023 • 2 min read
UK platform market 'walking into oblivion' without tech innovation

Technology

UK platform market 'walking into oblivion' without tech innovation

Delegates heard platforms are ‘overpriced for what they deliver’

clock 26 January 2023 • 3 min read
A year of transition: What next for adviser tech in 2023?

Technology

A year of transition: What next for adviser tech in 2023?

Slow progress on integration but clear signs that momentum is building

clock 23 December 2022 • 4 min read
Pricing, private equity and tech — where next for platforms in 2023?

Platforms

Pricing, private equity and tech — where next for platforms in 2023?

The industry speaks on expectations for the platforms space next year

clock 22 December 2022 • 8 min read
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
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