Technology was the subject of the latest episode to feature on Professional Adviser TV, with King Financial Planning financial planner James King and Moneyinfo managing director Tessa Lee joining the team in the studio.
The episode explored ways that tech should be making financial advice easier, with the big takeaway being that connectivity and partnership is key – and there may be some way still to go until advisers are confident that technological innovation will deliver on its promises. "We know it's all moving forward, and we as advisers know that we have to use technology for so many different reasons, but it's, I think, muddled in my brain at the moment, as far as technology is concerned," King said. Integration remains a key challenge, Lee acknowledged, though she pointed to a shift in how te...
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