Technology

In 2023 120 zettabytes of data was transacted globally

Ongoing adviser charging review to start shortly after FCA talks

‘Advisers are held back by the quality of their data and their inability to fix it’

Streamline client file reviews and compliance document audits

‘Advisers are tired of overpaying for technology that integrates poorly’

Nearly all advisers say investment clients have become more demanding

Digital defences must adapt to preserve adviser market integrity

‘IFAs should build a technology network within their professional one’

‘We need to bring fast money concepts into the slow money side’

‘Advice firms need to decide where they want to put their tech focus’