Is 2007 the year of online financial planning?

clock

I watched the television last week to see Bill Gates talking to a newscaster about the launch of Microsoft's new software, the ‘Vista' platform. This clearly is going to offer us all a new ‘vista' on the future of how we use both technology and our computers to improve our work, lives and finances.

He continued to talk about the future and the possibilities and applications that could be applied and are clearly being considered. These included electronic work tablets for school children, to allow them to store and use more information within the next 10 years. Excellent and exciting propositions. What does this mean for our profession? Technology is affecting us all and over the last few years I have watched developments and initiatives both in terms of products and services available to us as IFAs and to the general public. So, is 2007 the year for our industry to move forward for ...

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

Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read

Fighting financial fraud requires cutting-edge tech – and more besides

'Financial fraud has come a long way since Bruce Wayne's day'

Steve Andrews
clock 28 November 2025 • 4 min read
The next evolution in fund structure: What tokenisation means for advisers

The next evolution in fund structure: What tokenisation means for advisers

'For advisers, the opportunity lies in preparation'

Justin Hayer
clock 25 November 2025 • 4 min read