Technology

Oversight of firm’s compliance, training and business operations

Client vulnerability assessment is a key part of compliance process

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Comes ahead of the closure of Advance by Embark Platform

Adviser platform upgrade allows advisers to use real-time data

Latest update from business released on 7 September

Tech playing 'increasingly important role' in financial advice process

Majority believe the technology they use could be upgraded

Reducing 'fee drag' on client's portfolio performance

Whole retail market ‘continues to be challenged’ by economic conditions