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'A real breakthrough': Key trends shaping adviser tech in 2024

Nick Eatock predicts the key trends in adviser tech for 2024 and says the profession is about to take a significant step forward. ....

Intelliflo Office , Retail Distribution Review , Consumer Duty , Nick Eatock ,

Evolution in motion: The changing face of practice management systems

Nick Eatock looks adviser practice management systems and how they can meet the challenge of meeting users' sometimes conflicting demands. ....

Intelliflo Office , Lang Cat , Adviser Nation , Eadviser Index , Nick Eatock , Practice Management ,

IFAs must embrace technology to focus on the value of advice

With a finite number of financial advisers, how can advice firms deliver cost-effective, consistent, personalised advice to more people and remain profitable? Nick Eatock has the answer. ....

City Of , United Kingdom , International Longevity Centre United Kingdom , Lang Cat , Royal London , Eadviser Index , Nick Eatock ,

Intelliflo launches all-in-one single system platform capability

Intelliflo has announced its launch of a new platform integration system designed to seamlessly address all advisers’ practice management software and platform needs. ....

Ian Mckenna , Nick Wright , Nick Eatock , Financial Technology Research Centre , Consumer Duty , Professional Adviser , Ss Ampc Technologies , Ascot Lloyd ,

Five years on: What next for the evolution of Open Banking?

Although we’re five years on from the launch of Open Banking, it feels like we’ve only just started to fulfil the potential of sharing data across financial services, writes Nick Eatock ....

United Kingdom , Open Banking , Markets Authority , Open Banking Implementation Entity , Banking Impact Report , Personal Finance Portal , Nick Eatock , Open Banking ,