IntelliFlo

Transactions monitored by advisers

Follows 12 months of research

Social media used most commonly to attract new clients

The chairman worries about the future - his in particular

Launch aims to put advisers ‘at centre of robo-advice process'

Software firm Intelliflo plans to launch a simplified advice service for advisers.

Revealed: The ten best adviser websites 2015

Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.

There has never been a better time to be in financial advice, but IFAs who fail to embrace technology will lose out to more tech-savvy firms who better serve pensions freedom clients, experts have said.

Most people would want to save at least £100,000 into a pension before seeking regulated financial advice on their options, but many plan to self-manage their pots, according to research.