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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

From Regulation| Jul 26, 2016

FCA seeks to use ‘regtech’ to lessen reporting burden

Regulator sees technology as a solution to high costs and inefficient processes.

From Mortgages| Jul 26, 2016

Rate war sees lenders’ switch battle for business to service

Client and intermediary relationships increasingly crucial to providers’ bottom line.

Jul 25, 2016

Uber-style platform launched to tackle ‘pricey’ advice

Mobile app uses a model similar to Uber and Airbnb, helping investors get advice from a network of IFAs.

From Pensions| Jul 22, 2016

Full pensions dashboard should go live next year, says Origo

Firm says it is ready to provide the back end technology, but ID security remains a big challenge.

Jul 21, 2016

Old Mutual Wealth wary of robo-advice cost

Chief distribution officer says “many millions” are needed to get ahead in technology.

From Regulation| Jul 20, 2016

FCA pledges to act as catalyst for ‘regtech’

But regulator says if some companies want to carry on using legacy systems, it is not its place to intervene.

Analysis & Opinion
All Brexit, all the time

11:13

All Brexit, all the time

It is hard to get away from it, so instead of looking at how the referendum may affect tech, Mark Polson looks at some D2C offerings.

Platform consolidation blown off course by Brexit

Jul 06, 2016 |

Platform consolidation blown off course by Brexit

Currency fluctuations and share price volatility may halt sizeable potential deals

The role of digital in financial planning

Jun 28, 2016 |

The role of digital in financial planning

How far can digital go?

15:12

Tech spotlight: Glide path

Fintech still has some way to go before overhauling traditional transactions, but a new app embraces human involvement, says Mark Polson.

More on Technology for Advisers
FTAdviser Blog

Why robo-advice could be automated mis-selling

Former regulator warns robo-advice is a mis-selling scandal waiting to happen.

FTAdviser Blog

Putting financial futures in hands of lines of code

It has been predicted that artificial intelligence is set to take over a variety of jobs within the next 20 years.

Recent Articles
  1. Parmenion extends suitability tool
    Jul 19, 2016

    Parmenion extends suitability tool

    Extension of the service means changes to investments can be processed automatically.

  2. Unbiased’s directory to feature on money management App
    Companies & People| Jul 18, 2016

    Unbiased’s directory to feature on money management App

    Moneyhub will integrate the Unbiased Find an Adviser tool into its portal this month.

  3. More than 70 companies look to offer robo-advice
    Jul 14, 2016

    More than 70 companies look to offer robo-advice

    Big banks and small start-ups are among those looking at automated advice, Simon Bussy has said.

  4. FCA rules prompt upgrade of Dynamic Planner
    Jul 14, 2016

    FCA rules prompt upgrade of Dynamic Planner

    Changes incorporated into both Dynamic Planner and the iOS Risk Profiler app.

  5. Warning about robo-advice mis-selling scandal
    Jul 12, 2016

    Warning about robo-advice mis-selling scandal

    Firm’s research suggests most current UK robo-advisers are unlikely to stay in business.

  6. Robo-advice firm warns of shortgage of human advisers
    Jul 12, 2016

    Robo-advice firm warns of shortgage of human advisers

    Wealth Wizards says protection and mortgages are part of its development ‘road map’.

  7. Identity app created to streamline data processes
    Jul 11, 2016

    Identity app created to streamline data processes

    App performs identification checks on the client to help advisers with paperwork.

  8. Selectapension to offer auto-guidance not robo-advice
    Jul 08, 2016

    Selectapension to offer auto-guidance not robo-advice

    National account director says the firm’s new robo-advice tool isn’t robo-advice at all.

  9. FCA cloud guidance ‘may create difficulties’ for firms
    Jul 08, 2016

    FCA cloud guidance ‘may create difficulties’ for firms

    Intelliflo’s chief operating officer says guidelines are a “big step forward” but will make things more difficult for advice firms.

  10. Millennials prefer tech to financial advisers
    Jul 08, 2016

    Millennials prefer tech to financial advisers

    Only 12 per cent of 20-somethings have sought advice from a professional adviser due to cost.

More on FTAdviser