Technology is driving a financial planning revolution

We live in the most extraordinary of times. The speed of technology-driven change is unprecedented in human history, and I believe the impact on our own industry will be transformational. The rapid technological advancements present unprecedented opportunities for firms that embrace them. I remember the last time I felt we were at such a moment. It was the late 90s and I'd left my job to found an internet startup - a ‘dotcom', as we called them then. There was a huge sense of possibility: an expectation that everything would change - and change rapidly. As we worked evenings and weekends...