NextWealth has published its latest report in the Adviser Tech Stack series, Hacking the Journey – Advice’s hybrid future. This report is about financial advice that makes the best use of humans and machines. There are four characteristics that distinguish hybrid advice:
The insights shared in this report are based on a survey of 327 financial advice professionals and in-depth interviews with executives in wealth management firms that offer hybrid advice.
Along with a quantitative survey of 302 consumers paying for on-going financial advice, conducted September 2022.
Covered in the report
The report digs deeper into:
- The market size and opportunity
- Challenges to launching hybrid advice
- Business objective of tech-enabled advice
- Hybrid advice propositions launched in the market
- Target market
- Costs and charges
The Hacking the Journey – Advice’s Hybrid Future Report is available as a one-off purchase or as part of a subscription. Reports in the series cover integrations, digital adoption and adviser reviews. To find out more get in touch or download a sample of the report by completing the form to the right.