IFAonline Technology Survey indicates advanced IFA thinking towards training and conferences

clock •

IFAs would like to do online training, conferences, straight-through processing and e-compliance within five years, reveals IFAonline's annual Technology Survey published today.

Over 1,500 IFAonline users this year completed the 3rd IFAonline Technology Survey, which details the software that firms choose to adopt, the provider websites they prefer to use for different types of business and the developments they would like to see over the coming years. Main findings reveal that 80% of intermediaries surveyed believe online training would have a positive impact on their business, while almost 40% indicate they can already do e-compliance – ahead of the FSA's 2007 date for e-compliance implementation, 25% would like to see more use of online conferencing and 23% say...

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 Technology

When compliance becomes abundant

When compliance becomes abundant

If you create the record, bank the benefit

Matt Lynch
clock 30 September 2026 • 6 min read
Compliant by design: Why assurance transcends compliance...

Compliant by design: Why assurance transcends compliance...

... and belongs embedded within the advice process

Brian Wagner
clock 29 September 2026 • 4 min read
Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

'AI means good conversations with clients no longer wait for a scheduled moment to happen'

Alan Crook
clock 28 September 2026 • 3 min read