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...

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