Technology

Gives financial advisers ‘even greater’ access to data

Wealth managers have little confidence in their technology systems

Advisers urge providers to facilitate better back-office integrations

Clients want fast, accessible, and personalised service

Shaping the future of retirement planning

‘There is so much possibility for self-serve now’

More than half have already increased tech spending over the past year

With fraud on the rise, IFAs share how they are combatting the threat

Advisers, business owners and paraplanners share their thoughts

Investors shift back to traditional advice as finfluencers’ popularity falls