Technology
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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.
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Boosting your business with a web app
Have you considered building an app for your business. If so, what would you build? We asked Gareth Thompson of independent web development agency Codepotato what he is seeing in the market
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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
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Email hacks and phishing – who is putting your business most at risk?
Growth in the use of email is putting adviser businesses at risk. In this interview, Andrew Brogden, CEO Stay Private, talks about where firms’ vulnerabilities lie and what can be done about them
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How adviser firms can offer a profitable digital advice service
Rob Kingsbury interviews Ben Goss, CEO, Distribution Technology, on how adviser firms can run a profitable digitally supported advice service
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Developments in adviser back-office technology
How are advisers changing the way they use their back-office technology? ABR talks to Roland Rawicz-Szczerbo of Time4Advice
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Back-office technology: Curo from Time4Advice
We talk to Roland Rawicz-Szczerbo of Time4Advice about Curo’s integration of back-office and CRM system and what that offers adviser businesses
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1.3 million opportunities for advisers to get involved in Auto Enrolment
We ask Chris Daems, founder of AE in a Box, what opportunities still remain for financial advisers to get involved in the auto enrolment market now all the larger companies have staged. Up to 1.3 million opportunities, he says, and here’s how…
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Ensuring suitability – why it’s a major issue for the market in 2015
ABR talks to Distribution Technology ceo Ben Goss about why suitability is a major issue for financial advisers in 2015 and a key theme at the annual DT conference
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Preview of Distribution Technology Conference 2015
ABR previews the Distribution Technology Annual Conference 2015, with Rob McDonnell, sales & marketing director at Distribution Technology
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How important is SEO? Responsive website or APP?
In the last of the excerpts from our interview with Gareth Thompson, MD of CodePotato, we talk SEO and whether an adviser firm should have a responsive website or an APP
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Could you use Google+ instead of a website?
Throughout this week we are running excerpts from our interview with Gareth Thompson, MD of CodePotato on what’s now essential for any adviser website. In this episode, we talk electronic newsletters and Google+
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The ‘must haves’ for any adviser website
Throughout this week we’ll be running short excerpts from our interview with Gareth Thompson, MD of CodePotato on what’s now essential for any adviser website