Technology

Technology is ‘important for the future of financial advice’

Majority believe the technology they use could be upgraded

Virtual meetings are likely to remain an important channel for advisers

Industry in the foothills of something ‘really quite special’

Delegates heard platforms are ‘overpriced for what they deliver’

Slow progress on integration but clear signs that momentum is building

The industry speaks on expectations for the platforms space next year

Firm aims for ‘fully integrated financial planning’ offering from next year

Industry experts debate the pros and cons of a hybrid work world

‘We've seen huge increase in productivity as a consequence of technology’