The technological revolution for IFAs, if we can call it such, has been running much longer in the back office than the front, indeed a good rule of thumb in our market is the further you go from the client experience, the more you will find technology. This actually seems quite odd when you consider that over 17 million people now use internet banking, internet usage is growing fastest in the older (65+) age group and 42% of the UK population shop online. In others word, depending on the market you serve, the bulk of your clients are probably IT literate and use technology regularly.
Read more at: Is it time to break the taboo?
Simon J Farrant, APFS, Chartered Financial Planner
Director of Financial Planning
9th January 2008
T: +44 (0) 118 903 5850
F: +44 (0) 118 950 3765
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