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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

11:09

SJP admits IT failure prevents client transfers

Wealth manager blames recent upgrade of back office systems.

Companies & People| Feb 04, 2016

Nationwide refuses to confirm it is launching a robo-adviser

Building society was “not in a position to confirm anything” in terms of reports it is launching a robo-advice service.

Jan 29, 2016

Commission statement aggregator service launches

New service allows advisers to send commission and fee statements to IFA Dataflow in electronic format.

Jan 29, 2016

What platforms can learn from Grand Theft Auto

Technology can change lives, Mark Polson tells True Potential conference.

From Regulation| Jan 29, 2016

The Pensions Regulator looks to technological innovation

Regulator looking at ways of introducing more technology into its processes.

Analysis & Opinion
Tech spotlight: Ch-ch-ch-changes

Jan 22, 2016

Tech spotlight: Ch-ch-ch-changes

Ch-ch-ch-changes: It may have been a bad start to 2016 for some, but Mark Polson anticipates a flurry of tech activity for those with...

Jan 06, 2016

Taking the data terrorist seriously

What role is cyber security to play in the world of financial services?

Tech spotlight: Out with the old

Dec 23, 2015

Tech spotlight: Out with the old

Out with the old: Mark Polson takes a look back and a look forward at replatforming and robo-advice.

Financial advisers should forget the internet

Dec 14, 2015

Financial advisers should forget the internet

The adviser community would be best served getting out into the market place to solve their own problems rather than looking to technology, says...

More on Technology for Advisers
Adviser Guides

Guide to Robo-advice

Robo-advice is nothing more than the automation of the financial advice process.

FTAdviser Blog

Robo-advice is not advice at all

Federation of European IFAs’ chief executive warns computers sells products - human advisers advise.

FTAdviser Blog

Technology and pensions will dominate 2016

Pace of change won’t let up across 2016, according to Duncan Jarrett of Aegon.

FTAdviser Blog

Get ready for investors glued to their iPhones

Wealth managers must prepare for the future now.

Recent Articles
  1. Eight out of 10 advisers embrace robo-advice
    Jan 29, 2016

    Eight out of 10 advisers embrace robo-advice

    True Potential has launched new technology updates as advisers at its Manchester conference say they are not worried about robo-advice.

  2. Nutmeg boss hits back at criticism
    From Investments| Jan 28, 2016

    Nutmeg boss hits back at criticism

    Online discretionary manager gives views on review panel and says he is still waiting on regulatory permissions for new advice service.

  3. Distribution Technology develops automated advice
    Jan 27, 2016

    Distribution Technology develops automated advice

    White-labelled tools begin testing with advisers this week.

  4. Robo-advice is not advice at all
    FTAdviser Blog| Jan 19, 2016

    Robo-advice is not advice at all

    Federation of European IFAs’ chief executive warns computers sells products - human advisers advise.

  5. Technology and pensions will dominate 2016
    FTAdviser BlogonPensions| Jan 18, 2016

    Technology and pensions will dominate 2016

    Pace of change won’t let up across 2016, according to Duncan Jarrett of Aegon.

  6. LV gives update on robo-advice
    Jan 13, 2016

    LV gives update on robo-advice

    Provider’s policy head open to white-labelling its technology to help grow the market.

  7. FCA pledges to open Project Innovate to larger firms
    Jan 13, 2016

    FCA pledges to open Project Innovate to larger firms

    Advice market innovation ‘sandbox’ promised to be up and running by the spring.

  8. Paradigm takes 50% stake in Adviser Cloud software
    Jan 11, 2016

    Paradigm takes 50% stake in Adviser Cloud software

    Initial focus will be the provision of web-based back-office systems for IFAs.

  9. One in 10 advisers look to go robo
    Your Business| Jan 08, 2016

    One in 10 advisers look to go robo

    About a quarter of advisers regard robo-advice as potentially interesting, although not something they have yet explored it detail.

  10. Guide to Robo-advice
    From Training| Jan 07, 2016

    Guide to Robo-advice

    Robo-advice is nothing more than the automation of the financial advice process.

More on FTAdviser