John Porteous: Tech 'collaboration' is future of financial planning

Companies will need to work with each other and the regulator on tech

Nicola Brittain
clock • 2 min read

Technology has become a priority for financial planners and tech "collaboration" around delivering advice is the future of the industry, according to John Porteous.

Towry's head of client proposition, who spoke at the SIPPs and Retirement Options conference on 17 May, explained that technology and digital opportunities were the main topics of the conference. He said: "Digital innovation is at the forefront of everyone's mind. Collaboration around using tech to deliver advice is the future of the industry." He explained that this focus was in part a response to the Financial Advice Market Review (FAMR) which encouraged the market to use technology to deliver reasonably priced guidance and advice to those unable to afford traditional planning servi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Editor's View: Looking back at the week that was PA360

Editor's View: Looking back at the week that was PA360

The editor's Friday Night Takeaway from 26 April

Hope Coumbe
clock 26 April 2024 • 1 min read
Editor's View: The consolidation news keeps on coming

Editor's View: The consolidation news keeps on coming

The editor's Friday Night Takeaway from 19 April

Hope Coumbe
clock 19 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read