Wealth Management

Back to the future: Unified technology takes off

Mark Loosmore discusses the evolution of adviser technology.

Industry

Why you need to be using social media

Have advisers realised that the benefits of social media outweigh the risks?

Industry

What's the fuss about? The Internet of Things

You've probably heard the phrase a lot, but what does it really mean?

Wealth Management

How integrated is 'integrated'?

Mark Loosmore assess the evolving world of integrated adviser technology.

Wealth Management

The evolution of the paraplanner

Paraplanning is not just a report writing service. Johann Koch believes that paraplanners are fundamental to the success of advice firms.

Wealth Management

What next for FoFA?

FoFA, RDR and CRM2 - regulations are impacting the financial services across the globe. Andrew Wootton looks at what financial planners in Australia and the UK can expect next.

Industry

Insurance and the quantified self: Game-changer or gimmick?

Can health and lifestyle data enhance the future of the insurance industry in a way that mutually benefits providers and consumers? Mark Pearce explores this concept.

Industry

Analytics & big data: Predicting the future

No matter what the size of your business, data is central. How can big data or analytics help you maximise its value? Mark Pearce suggests some best practice techniques.

Don't leave technology in the back office

Mark Loosmore discusses not only the value of a front office system, but also considers the benefits firms will reap if they invest in integrating it fully with the back office.

Wealth Management

Data = Truth; Truth = Data

Sophie Hall discusses the imperative need for data, for both analysing post-regulation trends and practicing efficient client relationship management.

Wealth Management

Service with a smile

Since RDR, many advisers have now turned to using segmented client service propositions. Mark Loosmore explains how technology can be utilised to support the successful application of this approach.

Wealth Management

Never stand alone

With the app market accelerating at a rapid pace, Mark Loosmore considers how the financial services can successfully leverage this medium of technology, for the benefit of the consumer and the adviser.

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