Five IFA & planner essentials
Whether you are desperate for a digital detox or you bring it
Would you trust your compliance to an app?
Everyone has bits that they like – and don’t like – about
Is artificial intelligence a threat to financial advisers?
The machines are taking over, we are told. Huge advances in artificial
What tech should financial planners be using?
There can surely be little doubt that the role of technology in
How financial advice technology – or AdviceTech – finally got good
AdviceTech is one of the most exciting and quickest developing areas of
If I could have one piece of tech… the financial planners’ wish list
Last summer, financial planner Pete Matthew took to Twitter to ask a
Why financial advisers shouldn’t fret over automation
Financial advisers are swamped in paperwork and it’s just going to get
How to improve online security in three easy steps
Internet security has been at the top of the conversation ladder for
Let’s get together: How our integrations are fuelling your automation
Re-keying client data can often be one of the most dreaded tasks
What clients expect from your tech
Technology, for all its critics, has raised the bar in our everyday
- 1
- 2