Introduction
The Covid-19 crisis has created many immediate problems for nearly everyone around the world, but for a large number, technology has stepped in and helped mitigate some of the worst.
Whether that be video conferencing family or clients, or finding imaginative ways to continue business as before, technology has been a lifeline for many.
For the advice sector, the migration to new technology as an integral part of one's business has been varied, but for those who have been in two minds about it, the current crisis has brought the issue front of mind.
There are many aspects to an adviser's business that can be enhanced by the adoption of technology, with or without the pandemic, whether that is bringing in new clients or using cloud computing.
This guide sets out some of the main areas affecting financial advisers right now, and is worth an indicative 60 minutes' CPD.
Melanie Tringham is features editor of Financial Adviser and FTAdviser