Financial advice firms must do all they can to keep up with technology in order to protect their business, the 'What does a good adviser business look like?' panel warned delegates at the PA360 North conference.
The panel were asked about how to further improve adviser businesses and how to do more good. The panelists - PIMFA senior policy adviser Simon Harrington, Para-sols director Cathi Harrison, DISCUS director Gillian Hepburn and Sandringham Financial Partners chief executive Tim Sargisson - argued technology should be used to improve administration so that advisers can keep their clients engaged. Sargisson stressed that advisers really need to "understand how you can add to client value" - specifically by keeping up with general technology brands. "£74bn is the amount the top five tech ...
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