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 has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.

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