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

Aug 26, 2015

Apfa says robo-advisers will struggle with holistic advice

Computers cannot grasp people’s aspirations, goals and hopes, trade body says.

Aug 26, 2015

Blackrock buys robo-adviser

FutureAdvisor will operate as a business within BlackRock Solutions.

Aug 26, 2015

Intelliflo enhances Intelligent Office system

Enhancement went live in June this year.

Aug 24, 2015

Simplybiz launches app store for advisers

The app store is available to all advisers, rather than only Simplybiz users.

Aug 21, 2015

Exeter: 70% now benefiting from underwriting technology

Provider says new technology has “transformed how customers buy income protection”.

Aug 21, 2015

Survey reveals 77% of advisers now on social media

Research suggests that those not getting involved may miss out on key updates.

Analysis & Opinion
Robo-adviser won’t look me in the eye

Emma Ann Hugheson| Aug 28, 2015

Robo-adviser won’t look me in the eye

I am very worried the regulator and providers think robo-advice is the plug for the advice gap.

Technology: Ground control

Aug 21, 2015

Technology: Ground control

Mark Polson analyses the Microsoft upgrade and how this can be applied to business.

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

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

Technology is an opportunity for advisers, not a threat

With more options than ever, advisers must take advantage of technology and broaden their client base, urges discretionary manager.

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

What robo-advisers need to do to succeed

Ben Goss, chief executive of Distribution Technology, reveals as far back as 1998 he knew online advice would conquer all.

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.

Recent Articles
  1. Technology is an opportunity for advisers, not a threat
    FTAdviser Blog| Aug 20, 2015

    Technology is an opportunity for advisers, not a threat

    With more options than ever, advisers must take advantage of technology and broaden their client base, urges discretionary manager.

  2. Iress set to roll-out online mortgage broker system
    Aug 20, 2015

    Iress set to roll-out online mortgage broker system

    Final stage of integrating the firm’s three main tools set for the second half of this year.

  3. What robo-advisers need to do to succeed
    FTAdviser Blog| Aug 19, 2015

    What robo-advisers need to do to succeed

    Ben Goss, chief executive of Distribution Technology, reveals as far back as 1998 he knew online advice would conquer all.

  4. Sanlam launches retirement income service
    Aug 13, 2015

    Sanlam launches retirement income service

    Service comprises three different funds over the first five years of retirement.

  5. Atom and Iress announce strategic partnership
    Aug 11, 2015

    Atom and Iress announce strategic partnership

    Technology system will provide sales and originations functionality to back mortgage proposition.

  6. Technology firm says robos are not the future
    Aug 07, 2015

    Technology firm says robos are not the future

    Risk profiling specialist backs actual advisers to be in the majority for at least the next 10-20 years.

  7. Advisers must demonstrate value with competitive pricing
    Your Business| Aug 06, 2015

    Advisers must demonstrate value with competitive pricing

    Chief relationship officer also urged wealth managers to focus on the next generation of clients.

  8. Intelliflo rolls out online portal to 12,600 advisers
    Aug 05, 2015

    Intelliflo rolls out online portal to 12,600 advisers

    Portal can be accessed from multiple devices, technology firm says.

  9. Wealth managers waking up to CRM system benefits
    Aug 05, 2015

    Wealth managers waking up to CRM system benefits

    Combination of regulatory pressure and technological change meaning competitive advantage can be gained through better client record keeping.

  10. LV to rollout ‘robo-advice’ to adviser networks
    Aug 04, 2015

    LV to rollout ‘robo-advice’ to adviser networks

    Insurer’s managing director says there is no reason why retirement service could not be modified for use in protection advice.

More on FTAdviser