My first column from New Model Adviser on four shifts that will change the face of financial advice:
- Most investment planning will be done by algorithm
- Advisers will adopt digital tools to boost productivity
- Rise of flat fees
- 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.
