I've spent what seems like most of the last month at a variety of industry conferences. I've met a huge range of IFAs across the UK, Europe, India, Australia, Singapore and China - each with their own priorities.
The common thread amongst all the industry practitioners I met – regardless of their location, occupation and business model – was a recognition that they need to make better use of technology, though there were also noticeable differences in the speed at which advisers from different countries were prepared to adopt new ways of working. As a worldwide industry, financial services has been quite slow to embrace the possibilities that technology can provide. But at least we have reached a point in the UK where we are acknowledging the benefits to be gained from technology. Back-office pr...
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