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:

Methodology

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.