Technology

Five steps to choosing a digital client management platform

Creative destruction: The entrepreneur's secret weapon

Why paraplanners are more important than ever

The Fastrak to efficiency?

Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

It takes two: Dancing the adviser/client technology tango

How to survive and thrive in the customer service era

Is the tech sector worth the leap of faith?

Financial Conduct Authority (FCA) chief executive Martin Wheatley has once again thrown his weight behind the idea of computerised advice, as he predicted a financial services future shaped by software developers, computer programmers and economists....