Welcome to our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.
We’ve developed this series to help equip you for what lies ahead. In each instalment we discuss a range of new and exciting trends, as well as interpreting how they will shape the financial advice landscape in the years ahead.
Part 1
We explore the drivers of change within the industry. We also consider generational factors and the role of data in both facilitating transformation and capturing new opportunities.
Part 2
We focus on how to harness data to strengthen your business and look at some of the ways financial advisers can utilise data and artificial intelligence to drive business efficiencies.
Part 3
In the final instalment, we look at building trust in a digital world and how the concept of consumer trust is changing. We also explore what this means for adviser-client relationships.