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Paul Yates, strategy and product development director at Avelo, explains how to get your technology setup in line for the new advisory landsape.
Sesame Bankhall Group’s head of adviser technology, James Stevenson, explains how the experience of financial advisers in Australia is helping drive technology innovation in the UK.
From data encryption to intruder detection systems, Nick Eatock, CEO of IntelliFlo, explains the best ways to prevent confidential information getting into the wrong hands.
Other CRM articles
Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.
Chris Read gives his top tips for successful migration of clients’ assets onto wrap platforms.
Mark Loosmore gives a round-up of the results of AT8’s practice management systems market review, as vendors vie for a slice of the pre-RDR pie
Data management will play a crucial role in ensuring advisers are RDR ready.
With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.
AT8’s Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.
AT8’s Mark Loosmore explains why portals have become such a vital part of many providers’ infrastructures.
This week, AT8’s Mark Loosmore sums up the key lessons learnt from visiting 15 firms.
AT8 Group’s Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.
AT8 Group’s Mark Loosmore looks at how Contact Insurance uses IT to target the needs of the adviser community...
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TMP founder Morris takes to stand in GP Noble trial
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