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A library of Professional Adviser coverage featuring FTRC, our founder and CEO Ian McKenna, the FTRC team and our services, including Protection Guru, Benefits Guru and AdviserSoftware.com. It includes columns and articles written by the FTRC team as well as news stories quoting us. Articles open on the publisher’s website; some publishers ask readers to register or subscribe. (80 articles)

Jump to: 2026 2025 2024 2023 2022 2021 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007

2026

• Warnings that most adviser AI startups will disappear – 9 October 2026
• Ten workplace pension providers achieve ‘overall gold’ ratings – 28 September 2026
• Open finance could pose ‘existential threat’ to advice market – 23 July 2026
• Anthropic’s latest AI plug in could ‘trigger golden age of digital advice’ – 26 February 2026
• Firm owners ‘facing pressure’ to make technology decisions – 30 January 2026
• Advisers warned against all-in-one ‘tech traps’ – 29 January 2026
• Advisers ramp up research into advice tech as AI firms surge in popularity – 27 January 2026

2025

• Most popular advice tech and adviser AI systems in H1 2025 – 31 July 2025
• Most clients only taking advice on some assets as more manage on their own – 23 July 2025
• How ChatGPT is reshaping the financial advice discovery journey – 17 July 2025
• Advisers signal growing dissatisfaction with tech systems – 25 June 2025
• Providers must rethink digital strategies to better engage female clients – 3 March 2025
• Financial advisers neglecting cybersecurity at their own risk – 3 February 2025
• Advice firms called to ‘create tech team’ to fully embrace AI – 31 January 2025
• ‘Dinosaurs go extinct’: Former Progeny CTO warns platforms must evolve or die – 31 January 2025
• AI and advice: Financial advisers must adapt or ‘be left behind’ – 30 January 2025
• AI will not replace paraplanners even as ‘traditional’ roles change – 30 January 2025
• Editor’s view: AI reward outweighs the risk for savvy financial advisers

2024

• Advisers call for enhanced compliance processes to use AI – 12 November 2024
• Clients demanding information electronically from advisers – 26 September 2024
• Financial advisers need to ‘wake up’ to AI jobs threat – 11 July 2024
• CISI: AI regulation changes likely under new government – 10 July 2024
• IFAs underutilising AI in advice process despite developments – 18 January 2024
• Advisers urged to adopt client portals to add value to their firms – 18 January 2024
• Foster Denovo pushes further into hybrid advice with tech partner – 18 January 2024
• SJP: AI should be every advice firm’s background assistant

2023

• Advisers urged to use social media to ‘confront real issues’ – 10 November 2023
• Hybrid advice providers lack focus on protection and savings – 16 October 2023
• Advisers ‘facing challenges’ in adopting technology – 4 October 2023
• Consumer Duty spurs pension providers to ensure fair value – 28 September 2023
• Advisers urged to ‘step out of comfort zone’ and adopt technology – 25 August 2023
• UK platform market ‘walking into oblivion’ without tech innovation – 26 January 2023
• Consumer Duty: Data strategy is ‘key’ for financial advisers
• Tech innovation could see client costs could fall by ‘third in five years’

2022

• Industry must get over ‘arrogance’ to allow savings flexibility – 2 November 2022
• 2022 top pension providers in financial wellness revealed – 9 June 2022

2021

• FTRC launches adviser tech information hub – 26 May 2021

2019

• Aviva and Aegon win gold in FTRC’s annual provider ratings – 11 September 2019
• FTRC launches Protection Guru website for advisers – 1 March 2019

2018

• FTRC reveals 2018 protection ratings – 30 November 2018
• Millennial Money: Use tech as a ‘fee-gap’ for younger clients – 8 November 2018
• FTRC opens API access to protection data for product comparison – 12 October 2018
• Millennial Money: ‘Anyone not taking on younger clients is closing down’ – 3 October 2018
• Aegon and Aviva win gold in F&TRC’s AE and workplace pension survey – 3 October 2018
• F&TRC rolls out age-banded critical illness analysis for advisers – 27 September 2018
• Ian Mckenna: Open banking and the future of financial protection – 10 April 2018
• Tom Hegarty and Ian McKenna confirmed to speak at PA360 – 16 March 2018
• Millions of auto-enrolment savers face ‘affordability crisis’ – 15 March 2018

2017

• Quartet win double golds in F&TRC’s workplace pension ratings – 27 November 2017
• Millennials’ views on tech invaluable to advisers – F&TRC – 8 November 2017
• F&TRC launches quality analyser service for critical illness cover – 8 November 2017
• F&TRC launches first robo-paraplanner for workplace pensions – 7 November 2017
• Adviser access not an initial pension dashboard requirement – 12 October 2017
• Aviva’s robo acquisition to trigger M&A spree, expert predicts – 6 October 2017
• Adviser businesses invested in robo ‘more valuable’ – Ian McKenna – 8 February 2017
• First robo-advice comparison site launched – 31 January 2017

2016

• Double golds for four providers in 2016 F&TRC workplace pension ratings – 27 October 2016

2015

• Aviva and L&G secure gold in new F&TRC protection ratings – 20 October 2015
• Fintech expert calls for urgent reform of ’20th century FOS’ – 1 October 2015
• F&TRC launches workplace pensions ratings service – 13 July 2015

2014

• Advisers can discover commission switch-off events with new tool – 8 December 2014
• PFS endorses adviser product analysis tool from F&TRC – 10 April 2014

2013

• David Child joins board of F&TRC – 29 April 2013

2012

• F&TRC launches adviser software comparison tool – 18 October 2012

2011

• F&TRC to release protection retention benchmarking – 17 November 2011
• Provider systems must support clients post sale – advisers – 4 October 2011
• How does your wrap or platform rate? – 29 September 2011
• F&TRC – Group risk offers future opportunities – 4 July 2011
• F&TRC targets adviser remuneration and tele-underwriting – 8 April 2011
• Avelo applauds online signature best practice project – 6 April 2011
• F&TRC seeks agreement for online signatures – 1 April 2011
• F&TRC unveils software system ratings – 14 January 2011

2010

• F&TRC Protection Forum looks for opinion on draft good practice statement – 18 October 2010
• Good practice statement agreed at F&TRC Protection Forum – 9 July 2010
• Kevin Carr sets up own consultancy – 11 January 2010

2009

• Axa on protection: The cold hard truth – 2 November 2009
• Aegon praised for embracing tech and e-functions – 23 July 2009
• Aegon takes top spot for group pension e-commerce – 12 February 2009

2008

• Integrated software voted a winner – 1 October 2008

2007

• The inertia factor – 23 April 2007