What would your firm do with a large financial grant? You told us…

Adviser views on what an influx of funds would do for their business

Hope Coumbe
clock • 1 min read

Sophisticated technology that could speed up the planning process is at the top of advisers’ wish lists for if their firm was to receive a sizeable financial grant.

We asked a more unusual question of advisers in last week's PA Asks, looking for responses on what a hypothetical "sizeable" sum of random money would be used for at different firms. While answers were varied, better technology and IT systems emerged most commonly among advisers' responses. One said they would invest in "robust" IT systems that were "user friendly, efficient and secure". "IT should be our slave, not the other way round," they said. Another pundit said they would invest in technology in order to better "streamline the information gathering process". One said thei...

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