Software

• Cyber resilience within financial advice firms

  

  ATEB Consulting’s Steve Bailey looks at ways financial advice firms can guard their businesses against cybercrime

• Pensions Dashboards – a positive disrupter

  

  Michael Roe, development director, Origo, sees the pensions dashboards as a catalyst for positive change in the industry

• Spectre of AI and the threat to wealth managers

  

  What threat does AI pose to family offices and wealth managers in what portends to be a rapidly changing world? Farnoush Farsiar founder of Plato Capital

More Articles

• Where I see the challenges and opportunities in 2019

  

  Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry

• Taking control of workflow

  

  How can you use your back-office software to stop being a task slave and instead become a task master? Sara Rowe, senior solutions consultant, IRESS has some suggestions

• Using your CRM to better communicate with clients

  

  Sara Rowe, senior solutions consultant, IRESS looks at how to use a CRM system to make client communications more effective, particularly when addressing the majority of your client base 

• The impact of artificial intelligence on financial advice

  

  Andrew Herberts, head of private client investment management at Thomas Miller Investment, comments on the impact of artificial intelligence on the financial services industry and who will be the industry winners.  

• One book you’ll want to read this Christmas

  

  Catching the FinTech Wave – How to adopt FinTech and Transform Your Financial Planning Business, written by Ben Goss, chief executive of Distribution Technology, tackles the 5 “big challenges” all financial planning firms face in utilising digital

• Ben Goss talks FinTech in adviser businesses

  

  In this filmed interview, Distribution Technology chief executive Ben Goss delves into trends  and opportunities for advisers to better use digital and technology in their businesses.

• Dynamic Planner’s Ben Goss responds to Rory Percival’s report on risk profiling tools

  

  Distribution Technology ceo Ben Goss give his views on ex regulator Rory Percival’s report on risk profiling tools, highlighting limitations and asset allocation mapping

• CashCalc founder Ray Adams talks cashflow software and automated advice

  

  Ray Adams is developing Cashcalc to give advisers greater control of their market and sees automated advice as an opportunity advisers should embrace

• Origo launches ‘Origo Connect’ competition on Twitter and LinkedIn

  

  Fintech company Origo is launching ‘Origo Connect’ a competition for platforms, providers and adviser back-office system suppliers, to highlight Origo’s Integration Hub

• Business news update

  

  Selected business and technology news in the advisory market