TECHNOLOGY

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Professional Adviser
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RealAdviser inquiry

Each month, in an exclusive survey with Incisive Research, Real Adviser canvasses a broad panel of advisers for their views on a range of different topics. This time we are exploring the role technology has in the modern adviser business. With providers bringing out more and more offerings and the tightening of regulations in the industry, advisers are now recognising just how much technology can improve the efficient running of a business and reduce risk. We looked at where technology had added value to advisory businesses. What were the key attributes that defined the winners and losers o...

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