Nick Eatock: Why advisers shouldn't discount technology for older clients

For advice firms, using technology like client portals can offer many business benefits. Secure client communication and document sharing and storage can reduce administration and cut the time and money spent on printing, posting and waiting for documents to be sent and returned. It can also provide clients with a central resource to access up-to-date information on their investments and the data you hold on them without the need for you to retrieve it for them. But with many firms catering to the near or at-retirement markets, some advisers and planners remain unconvinced about what ...