As it happened: Adviser tech Q&A


The coronavirus pandemic, and the subsequent lockdown, has seen advisers work from home in huge numbers.

This means video calls, e-signatures, electronic documents and online portals are in the ascendancy. But do adviser firms have their technology up to scratch? And what needs to be done to turn this temporary lockdown into a permanent tech revolution that benefits all parties? What are the regulatory implications of using technology to provide advice?

To help advisers ensure they're not driving a Model T Ford in a Tesla world, we've assembled a panel of experts to help answer these questions and more:

  • Nick Eatock, chief executive of Intelliflo
  • Neil Stevens, SimplyBiz joint chief executive
  • Rachel Mortimer, senior reporter at FTAdviser

Join us at 12.30 today on this page to take part. If you have any questions, use the live blog's commenting facility on the right of this page.