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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

08:40

Take part in FTAdviser On Air LIVE at 12pm

Today you can learn more about the latest adviser technology and earn CPD.

Jun 29, 2015

‘Advisers should embrace digital passports’

Recently appointed leader pushing digital passport and generic guidance plans.

Jun 29, 2015

What do you think about adviser technology?

You can ask your key questions live on the day of the broadcast by writing in the live debate feed on the page, or by tweeting us.

Companies & People| Jun 29, 2015

Start-up launches ‘first and only’ mortgage adviser index

Tool aims to let advisers to connect with new clients early in the buying process.

Jun 29, 2015

Partnership delivers a virtual reality experience

New app allows firms to turn their smartphones into 3D viewers.

Jun 26, 2015

Risk-profiling tools no substitute for contact

Financial advisers see risk-profiling tools as part of the process not the complete answer

Analysis & Opinion

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 the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

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.

FTAdviser Blog

Why some advisers will struggle to join the exit party

Wealth management solutions firm argues technology investment key to successful deal making.

FTAdviser Blog

Live online guidance shows way forward for Pension Wise

To protect themselves, the website states that Moneyfit Q&A sessions offer “general guidance”.

Recent Articles
  1. Plug is pulled on DeVere spoof site
    Jun 26, 2015

    Plug is pulled on DeVere spoof site

    Ex-pat adviser’s managing director gives update on fight against spoof website that slated his business.

  2. FCA calls for innovative disclosure
    From Regulation| Jun 25, 2015

    FCA calls for innovative disclosure

    Latest regulatory paper aims to encourage firms to deliver information to consumers in more effective ways.

  3. Avaloq implements wealth management platform for Canaccord
    From Investments| Jun 18, 2015

    Avaloq implements wealth management platform for Canaccord

    Firms worked together for 15 months to complete platform implementation.

  4. Inflow of custom post-freedom needs tech support
    Jun 17, 2015

    Inflow of custom post-freedom needs tech support

    Technology provider secures additional investment to support expansion plans

  5. Intelliflo sees ‘record’ new business figures in May
    Jun 10, 2015

    Intelliflo sees ‘record’ new business figures in May

    New firms using software system cite better functionality as reason for moving.

  6. Advisers must grasp the digital nettle, or be left behind
    FTAdviser Blog| Jun 04, 2015

    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.

  7. Saunderson House trails client portal launch
    Companies & People| Jun 03, 2015

    Saunderson House trails client portal launch

    New online portal will let clients directly access asset valuations for the first time.

  8. Adviser calls out large advisers over upfront fee disclosure
    Companies & People| Jun 03, 2015

    Adviser calls out large advisers over upfront fee disclosure

    Firm argues that lack of upfront fees online means costs are likely to be high.

  9. Why some advisers will struggle to join the exit party
    FTAdviser Blog| May 27, 2015

    Why some advisers will struggle to join the exit party

    Wealth management solutions firm argues technology investment key to successful deal making.

  10. Guide to the Sunset Clause
    From Training| May 21, 2015

    Guide to the Sunset Clause

    Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

More on FTAdviser
FTA jobs
  • Compliance Manager

    Location: Leeds/Edinburgh/Glasgow/Manchester

    Salary: To £60,000 + Car Allowance + Benefits

  • Paraplanner

    Location: London

    Salary: To £45,000 + benefits

  • Investment Analyst

    Location: Manchester

    Salary: To £50,000 + Bonus + Benefits