Five years ago, the Society of Financial Advisers asked delegates at its annual conference what they would like to be able to do with technology in five years time.
One of the key responses at that time was ‘face-to-face advice online’ and now advisers say the prospect is one step closer, where the client is happy to talk finance over the internet, and intermediaries feel they would now be willing to conduct free video conferencing with clients online. Campbell Edgar, director at Bloomsbury Financial Planning, notes with the aid of voice over internet protocol (VoiP) services such as Skype, it is already possible to conduct face-to-face advice with clients through web video conferencing, albeit the service might not suit all clients. “Doing advice ...
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