Category - Technology

Technology

  • No white knight - Dec 2008
    Adrian Shandley gives his views on how the wrap market needs to evolve
  • Year of the Wrap - Jun 2008
    Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.
  • Harnessing innovation - Apr 2008
    Richard Mein assesses how the latest technological innovations can help advisers
  • Taking lessons from Down Under - Mar 2008
    Matthew Craig takes a look at the Australian wrap market and asks what lessons the UK marketplace can learn from it
  • Forming the right model - Mar 2008
    Technology-based business models are an attractive option for many adviser firms. However, Keith Hare urges advisers to think carefully before making a choice - you may already have the best solution
  • Tools of the trade - Nov 2007
    Asset allocation tools can play a major part in helping the adviser to run their business more efficiently. Alison Everett looks at how these tools have evolved
  • Client wealth-care - Jun 2007
    Wrap accounts have an important role to play in ensuring an adviser's business processes are fully compliant says Alison Everett
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