Adviser relationships still lauded over robo or digital solutions

New study conducted mapping sentiment toward advisers

Mark Battersby
clock • 2 min read

Most investors prefer having a personal adviser over robo or digital solutions, according to a new report from Navigator Investment Services (NIS).

The integrated investment platform, under Singlife with Aviva, has collaborated with EY on new research which aimed to provide an in-depth look into the global wealth management industry amid disruptive changes.   The report, 'Advancing the Art of Advisory: Is Advisory Still Relevant?' examines key wealth trends that are redefining how financial advisers engage and serve their clients as well as how they can be of relevance in a digital-first era.  The report found that 72% of investors prefer to retain the human touch when it comes to advisory services, consisting of adviser-led rela...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Platforms

Schroders UK Platform Awards 2023: Full list of winners revealed!

Schroders UK Platform Awards 2023: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 20 September 2023 • 1 min read
Schroders UK Platform Awards 2023: Final set of shortlists revealed!

Schroders UK Platform Awards 2023: Final set of shortlists revealed!

Awards to take place at the London Hilton on Park Lane this month

Professional Adviser
clock 07 September 2023 • 1 min read
Dud quarter for platforms after recording lowest sales in 13 years  

Dud quarter for platforms after recording lowest sales in 13 years  

Fundscape says sales were a ‘bloodbath’ over the last 12 months

Hope William-Smith
clock 17 August 2023 • 2 min read