My first column from New Model Adviser on four shifts that will change the face of financial advice:

  1. Most investment planning will be done by algorithm
  2. Advisers will adopt digital tools to boost productivity
  3. Rise of flat fees
  4. Adviser fees will come down but the share of fess adviser command will remain high

I hope you enjoy the content more than the robot handshake!

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.

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