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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

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.

Apr 20, 2015

SBG’s Financial Adviser School shuts its doors

As part of the strategic review, FAS is to close

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.

Analysis & Opinion
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.

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.

More on Technology for Advisers
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. 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”.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. Exeter Friendly adds virtual GP service
    From Insurance| Mar 19, 2015

    Exeter Friendly adds virtual GP service

    The benefit will be available to both existing and new policyholders.

  8. Brewin and Towry ranked top advisers for digital engagement
    Mar 18, 2015

    Brewin and Towry ranked top advisers for digital engagement

    PR company’s study of adviser websites and social media presence finds room for improvement.

  9. Twits policing Twitter: Four key points from FCA paper
    FTAdviser BlogonRegulation| Mar 13, 2015

    Twits policing Twitter: Four key points from FCA paper

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

  10. Retweets could land you in hot water with FCA
    From Regulation| Mar 13, 2015

    Retweets could land you in hot water with FCA

    Regulator’s final rules for social media urge caution when repeating messages relating to recommendations.

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