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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

From Insurance| May 21, 2015

Advisers not pushing protection outcomes

Ex-Bright Grey MD urges advisers to use technology to get consumers talking about protection.

May 19, 2015

Not updating your website for smart phones will cost

Developing apps can be expensive, but experts say updates can bring benefits at a fraction of the cost.

Apr 30, 2015

Consumers shun digital advice delivery

Despite digital revolution, consumers prefer face-to-face communication with financial providers.

From Pensions| Apr 23, 2015

iPipeline launches RetirementBuilder tool

Solution comes free of charge for all advisers and is device agnostic.

Apr 22, 2015

LifeQuote launches review into call recording

The company has said it is looking into how it can adapt for any regulatory changes

Companies & People| Apr 21, 2015

Skipton launches retirement portal

Building society’s new service will feature frequent polls and discussions on live forums.

Analysis & Opinion
Five things: Using social media

Your Industry| May 20, 2015

Five things: Using social media

Advisers can not only use social media to gain clients but to also build a rapport with customers. Here are five things you should know about using...

Tech spotlight: A look at ecosystems

From Investments| Apr 27, 2015

Tech spotlight: A look at ecosystems

Ecosystems: Mark Polson tries and tests three different systems to see if they are worth the hype.

Are we tech-ready?

Mar 30, 2015

Are we tech-ready?

New pension rules should enable greater freedom. But can the technology deliver it? Jon Cudby reports.

More on Technology for Advisers
Adviser Guides

Guide to the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

FTAdviser Blog

Live online guidance shows way forward for Pension Wise

To protect themselves, the website states that Moneyfit Q&A sessions offer “general guidance”.

FTAdviser Blog

Why another April change could cost you clients

Firms without mobile-ready sites will begin to be down-ranked by the dominant search provider.

FTAdviser Blog

Twits policing Twitter: Four key points from FCA paper

Paper shows policymakers couldn’t keep to 140 characters if their lives depended on it.

Recent Articles
  1. Guide to the Sunset Clause
    From Training| May 21, 2015

    Guide to the Sunset Clause

    Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

  2. Live online guidance shows way forward for Pension Wise
    FTAdviser Blog| Apr 24, 2015

    Live online guidance shows way forward for Pension Wise

    To protect themselves, the website states that Moneyfit Q&A sessions offer “general guidance”.

  3. SBG’s Financial Adviser School shuts its doors
    Apr 20, 2015

    SBG’s Financial Adviser School shuts its doors

    As part of the strategic review, FAS is to close

  4. Aegon to put ‘annuity-style’ guarantees on platform
    From Pensions| Apr 16, 2015

    Aegon to put ‘annuity-style’ guarantees on platform

    Chief executive reveals two major launches in the coming weeks, including “UK first” for platforms.

  5. Lifequote reviews recordings ahead of possible FCA change
    From Regulation| Apr 16, 2015

    Lifequote reviews recordings ahead of possible FCA change

    Application of European rules could mean all relevant client conversations must be recorded.

  6. Intelliflo links with Voyant for scenario planning tool
    Apr 13, 2015

    Intelliflo links with Voyant for scenario planning tool

    Collaboration suite should help reduce adviser re-keying and make sure client information is up to date.

  7. Why another April change could cost you clients
    FTAdviser Blog| Apr 08, 2015

    Why another April change could cost you clients

    Firms without mobile-ready sites will begin to be down-ranked by the dominant search provider.

  8. Origo to launch bulk pension transfer service
    From Pensions| Apr 08, 2015

    Origo to launch bulk pension transfer service

    Industry cannot be seen to be lagging behind through use of time-consuming manual processes. e-commerce standards and services body says.

  9. Technology spotlight: It’s all so backward
    Mar 23, 2015

    Technology spotlight: It’s all so backward

    The entire industry needs to put customers first when choosing technology, says Mark Polson.

  10. Comparison site seeks full advice authorisation
    From Investments| Mar 20, 2015

    Comparison site seeks full advice authorisation

    New site promotes EIS and other tax-efficient investments, which cannot be directly marketed or advertised.

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