Growth of technology in lockdown 'sets new baseline' for advisers

The spread of the coronavirus and the lockdowns which it triggered have seen advisers working from home in huge numbers. This has meant relying on technology to do work which was previously done face-to-face. This means video conferences, e-signatures, digital documents and client portals. But how can advisers get this right? FTAdviser's digital editor Damian Fantato discusses how advisers have handled the transition, the regulatory burdens of technology and what the future has in store with Daniel Harrison, chief executive of True Potential, and Russell Andrews, head of solutions at SEI.

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