In his first column for PA, Progeny CEO Neil Moles says IFA firms are surging ahead in their embrace of technology but the support of providers is also essential
Our adoption of technology as an industry has accelerated rapidly during the pandemic. Many of us were in the process of digital transformation already but I'd be willing to gamble that every single firm out there has sped up their plans one way or another since March. It was the only real course of action for the responsible advice firm. If we wanted to continue looking after our clients when they needed us more than ever, it was imperative that we embraced the tech at our disposal. There are the practicalities like maintaining contact and continuing service for clients, allowing us ...
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