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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

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.

From Insurance| Mar 19, 2015

Exeter Friendly adds virtual GP service

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

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.

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.

Mar 11, 2015

Redington: reduce cost of retirement savings with technology

The use of technology can help reduce the cost of delivering retirement savings and improve consumer engagement with financial services.

From Insurance| Mar 11, 2015

DNA testing will be protection industry ‘game changer’

Industry experts debate potential impact of genomic testing on underwriting process in future.

Analysis & Opinion
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.

Technology: Freedom isn’t free

Feb 23, 2015

Technology: Freedom isn’t free

Advisers don’t value data security as much as they think they do, says Mark Polson

Recent Articles
  1. 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.

  2. True Potential launches retirement planning system
    Mar 10, 2015

    True Potential launches retirement planning system

    Daniel Harrison has launched the system at the network’s conference in Manchester.

  3. True Potential profits double as platform assets surge
    Companies & People| Mar 09, 2015

    True Potential profits double as platform assets surge

    Boss claims growth is in part due to online service that enables savers to add micro-payments to investments.

  4. Distribution Technology launches risk profiler app
    Mar 05, 2015

    Distribution Technology launches risk profiler app

    Firm also signs new five-year deal with Intelliflo, to have its Dynamic Planner used by advisers in Intelligent Office.

  5. Parmenion launches new adviser website
    Mar 02, 2015

    Parmenion launches new adviser website

    Adviser feedback incorporated into the development of the site build, which went live on February 16.

  6. Nucleus lines up launch of online education hub
    Your Business| Feb 17, 2015

    Nucleus lines up launch of online education hub

    “Advisers are seeking more independent information... to share best practice with their peers.”

  7. National adviser plots remote service ahead of sunset clause
    Feb 13, 2015

    National adviser plots remote service ahead of sunset clause

    Existing employee benefit capabilities will be rolled out in the run-up to - and beyond - the April at-retirement reforms.

  8. Provider launches ‘information tree’ for post-April options
    Feb 12, 2015

    Provider launches ‘information tree’ for post-April options

    Tool signposts people to the government’s guidance guarantee service as well as regulated advice.

  9. Novia launches new client portal
    From Investments| Feb 06, 2015

    Novia launches new client portal

    Investor Zone features up-to-date valuations and withdrawals, along with a range of customer documents.

  10. Defaqto launches 2015 star ratings system
    Feb 03, 2015

    Defaqto launches 2015 star ratings system

    Independent ratings cover general insurance, life and protection, self-invested personal pensions, and investments.

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