We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

From Pensions| Jul 23, 2014

LV pioneers automated annuity applications

Paperless system simplifies the application process for advisers and clients.

Jul 22, 2014

Are ‘virtual’ advisers passing on or pocketing savings?

IFA suspects any cost savings an adviser achieves by operating ‘virtually’ will be used to increase profit.

Jul 17, 2014

First UK peer-to-peer lending portal for advisers launches

The new portal is the first company worldwide to be risk-rated by data company FE.

Jul 16, 2014

Portfolio software part of Beacon’s growth plans

Chartered financial planning firm anticipates funds under administration to double within five years.

Companies & People| Jul 15, 2014

Mattioli plans to roll out advised platform to DIY investors

New platform to be rolled out in Q1 2015 with “sophisticated planning” tools for growing number of DIY investors.

Jul 11, 2014

Tweets that will get you into trouble revealed

Tweets or social media messages made to multiple customers could be viewed by the FCA as investment advice, the regulator has warned.

Analysis & Opinion
Technology spotlight: Fear factory

Jul 24, 2014

Technology spotlight: Fear factory

The FCA’s latest thematic review could encourage innovation in a platform market in danger of stagnating, says Mark Polson.

Jul 17, 2014

Talkwaker targets social media

A free social media search and analytics engine has been made available to advisers in an effort to help them “engage with” and better “understand”...

Jul 03, 2014

Launchpad

More on Technology for Advisers
Adviser Guides

Guide to Cash Flow Modelling

Cash flow modelling in its simplest form is a process of measuring a client’s wealth by assessing their income and outgoings.

FTAdviser Blog

Five things I learned from the FCA’s sales model paper

Apparently too many Tweets targeted to your clients could make you look a Twit in the eyes of the regulator.

FTAdviser Blog

Will inducement paper really stymie adviser education?

Week in Brief: More ‘unintended consequences’ caused by regualtory action and Aegon puts its money where your mouse is.

Recent Articles
  1. Five things I learned from the FCA’s sales model paper
    FTAdviser BlogonRegulation| Jul 14, 2014

    Five things I learned from the FCA’s sales model paper

    Apparently too many Tweets targeted to your clients could make you look a Twit in the eyes of the regulator.

  2. Panacea offers advisers new retirement app
    Jul 11, 2014

    Panacea offers advisers new retirement app

    Online community boss says technology can be used to improve the client experience.

  3. FCA tells IFAs how to chat with clients online
    Jul 09, 2014

    FCA tells IFAs how to chat with clients online

    City watchdog met with networks to reveal how they should use technology to improve product information disclosure.

  4. Four providers dominating pension reviews named
    Jul 03, 2014

    Four providers dominating pension reviews named

    Scottish Life, Scottish Widows, Aegon and Standard Life dominate benchmarks set when reviewing pension portfolios.

  5. Zurich launches funds risk assessor tool on platform
    Jul 03, 2014

    Zurich launches funds risk assessor tool on platform

    Insurer claims to be the first UK platform to offer this kind of tool to advisers on its retail platform.

  6. LinkedIn proving to be source of business for IFAs
    Jul 02, 2014

    LinkedIn proving to be source of business for IFAs

    Advisers that are using LinkedIn as more than just “a recruitment site” will find they get far more exposure and possible leads than if they simply...

  7. Revealed: The two best financial adviser websites
    Awards & Events| Jun 27, 2014

    Revealed: The two best financial adviser websites

    Find out which firms picked up the small and large adviser firm gongs at last night’s FTAdviser Online Service Awards.

  8. Defaqto launches star ratings for AE schemes
    From Pensions| Jun 24, 2014

    Defaqto launches star ratings for AE schemes

    Researcher launches auto-enrolment star ratings as part of software Engage.

  9. IFA halves charges with ‘virtual’ advice service
    Jun 23, 2014

    IFA halves charges with ‘virtual’ advice service

    “The telephone is yesterday’s technology; with ‘visual’ technology clients can see their advisers”.

  10. Revealing secrets
    Jun 20, 2014

    Revealing secrets

    Advisers should not be afraid to let their clients peek behind the curtain. In fact they should embrace it, says Mark Polson.

More on FTAdviser
FTA jobs