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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

From Investments| 11:04

Young wealthy complain of wrong recommendations

Survey finds younger clients to be much more information hungry than their predecessors.

Jul 27, 2015

Provider is in ‘final stages’ of simplified proposition

Technology firm nearing completion of proposition likely to be adopted by providers and advisers.

Jul 21, 2015

Forget robo-advice as cyborg-advisers head to UK

Firm predicts that all parts of financial services will be developing its robo and cyborg goals in the next 24 months.

From Investments| Jul 16, 2015

SEI calls out platforms not offering 7 day re-registration

Wealth platform says rivals need to upgrade technology if they want to keep customers.

Jul 16, 2015

Fund managers write backing Osborne productivity aims

Investors tell George Osborne long-term capital investment is too low, which has contributed to low productivity

From Pensions| Jul 14, 2015

Red flags raised on at-retirement modelling tools

Pensions academic states putting people into drawdown can be “potentially very risky”.

Analysis & Opinion
Platforms: Growing demand

Jul 27, 2015 |

Platforms: Growing demand

Platforms have been growing in popularity and demand over the past decade. In this year’s survey, Charlotte Richards analyses the market.

Say hello to RoboMARK

Jul 23, 2015

Say hello to RoboMARK

Mark Polson hands over the technology spotlight to an automated columnist, to show how easy robo-advice could be to implement

Behind the scenes at FTAdviser Online Service Awards

Interview| Jul 10, 2015

Behind the scenes at FTAdviser Online Service Awards

See if you can spot yourself taking your seat at the FTAdviser Online Service Awards.

Jun 29, 2015 |

CPD: Technology to boost your business

Here is where you can bank 30 minutes of CPD for watching the FTAdviser On Air live workshop, broadcast on 2 July.

More on Technology for Advisers
Adviser Guides

Guide to Client-Facing Technology

Today we have a wealth of financial planning and client management systems that can assist an adviser with their job.

FTAdviser Blog

Social media is part of my marketing mix

So far, there has been 200 hits on my channel, by no means stratospheric, but two clients have come from it.

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

Elusive pensions dashboard could be within our grasp

Consultancy calls on industry to “quit the centralised monopolistic technology infrastructure that is crippling the industry’s attempts to modernise”.

FTAdviser Blog

Advisers must grasp the digital nettle, or be left behind

Weight of evidence points to the long-term trends favouring those with mobile-ready websites and proactive online presence.

Recent Articles
  1. Social media is part of my marketing mix
    FTAdviser Blog| Jul 17, 2015

    Social media is part of my marketing mix

    So far, there has been 200 hits on my channel, by no means stratospheric, but two clients have come from it.

  2. Earn CPD: Back office systems
    Jul 15, 2015

    Earn CPD: Back office systems

    To earn 30 minutes of CPD all you need to do is watch FTAdviser On Air and answer questions based on the content of the video.

  3. Elusive pensions dashboard could be within our grasp
    FTAdviser Blog| Jul 14, 2015

    Elusive pensions dashboard could be within our grasp

    Consultancy calls on industry to “quit the centralised monopolistic technology infrastructure that is crippling the industry’s attempts to modernise”.

  4. Regulatory risk in failing to archive Twitter interaction
    Jul 13, 2015

    Regulatory risk in failing to archive Twitter interaction

    Lack of proper record keeping opens up firms to regulatory risk.

  5. Lifesearch chief slams insurers underwriting systems
    From Insurance| Jul 13, 2015

    Lifesearch chief slams insurers underwriting systems

    Providers praise move to simplify protection underwriting and sales process.

  6. Guide to Client-Facing Technology
    From Training| Jul 09, 2015

    Guide to Client-Facing Technology

    Today we have a wealth of financial planning and client management systems that can assist an adviser with their job.

  7. Tenet adds LifeQuote’s adviser support service
    Companies & People| Jul 08, 2015

    Tenet adds LifeQuote’s adviser support service

    Additions should significantly reduce the time an adviser needs to spend on a case.

  8. CPD: Technology to boost your business
    Jul 03, 2015

    CPD: Technology to boost your business

    You can earn CPD by watching the latest FTAdviser On Air video about technology to boost your business.

  9. Mortgage Brain claims readiness for credit directive
    From Mortgages| Jul 03, 2015

    Mortgage Brain claims readiness for credit directive

    Technology provider rolls out MCD ready systems and new secured loan sourcing.

  10. Check what your IT supplier does with your data: McKenna
    Jul 03, 2015

    Check what your IT supplier does with your data: McKenna

    Director of the Finance & Technology Research Centre talks about the importance of robust processes for data sharing.

More on FTAdviser
FTA jobs
  • Investment Manager

    Location: Throughout the UK

    Salary: Uncapped Earnings - £100K 1st year OTE - Basic Salary £60K + Bonus paid quarterly In addition,you receive essential technology, including: laptop, Smartphone and printer.

  • Exam writer / invigilator

    Location: Cirencester

    Salary: To £50,000 – 6 month contract

  • Senior Investment Managers

    Location: London, South East, South West, Midlands

    Salary: £negotiable + bonus + package