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

Could AI turn investors into herds of 'turbo sheep'?

Could AI turn investors into herds of 'turbo sheep'?

'Investors remain as susceptible to herding, panic and euphoria as when news travelled by pigeon'

Simon Skinner
clock 14 October 2026 • 4 min read
Advisers urged to steer clear of 'hyperscale' AI models

Advisers urged to steer clear of 'hyperscale' AI models

‘You are feeding your eventual replacement’

Sophia Panayi
clock 14 October 2026 • 2 min read
Warnings that most adviser AI startups will disappear

Warnings that most adviser AI startups will disappear

Ian McKenna urges advisers to get ahead of open financing

Sophia Panayi
clock 09 October 2026 • 2 min read