Tech helping IFAs rise to capacity crunch challenge

It's been nine months since I joined Dynamic Planner and the world of financial advice from my previous fintech role in insurance. One thing I've learnt over that period? The advice industry is highly positive about technology. Advisers already know that they want tech solutions to help with problems, and know where they want to apply it – it's the how that we discuss! They say: "How do we free up adviser time, improve client engagement, boost productivity and open up new client bases?" Not: "Why should we?" That's why it came as no surprise to me that our new survey found advice f...