Technology can improve every element of the advice process, enhancing client onboarding, speeding up client reviews and helping reassure clients when the market moves in the wrong direction.

Millennials are set to have a huge impact on the global economy. Their spending and saving decisions will mean the demise of some long-established business models and the rise of new ones.

In a very thought-provoking TED talk by Nadjia Yousef of the Boston Consulting Group, Nadjia sets out why we should invite our technologies into our team.

When selecting a client portal, it’s important to know what it should deliver. Here are the top ten things to check that your portal will do for you and your clients.

Justin Cash, writing for Money Marketing has highlighted the launch by Microsoft of new money management tools in Excel calling it a brave new world for a technology company.

“The client experience simply wasn’t strong enough and it made me nervous putting my brand on it.” Here’s a view from an adviser firm just like yours.

Our aim is to help advisers, wealth managers and DFMs deliver a better client experience. A huge sweet spot is our ability to automate what has previously been sent by post or insecurely via email.

Do you work with your current clients to create an ‘In Case of Emergency’ (ICE) folder? This should store everything of relevance, like relevant paperwork for insurances, property deeds, and more.

Asking clients if they want online access to their portfolios will result in an indifferent response. Here's a questions template on how to improve the way they currently manage financial information.

In a new white paper on intergenerational advice, which we’d urge every adviser to read, Brooks Macdonald have analysed HNW inheritance potential over just the next ten years.

If you’ve introduced a portal to let your clients check their investments, after a couple of months, they’ll have forgotten their login details. So why bother asking if they want a portal? Here’s why.

A number of discretionary fund managers have signed up to an app-based portal that extracts data from a manager’s system daily and brings all a client’s financial information together in one place.