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 for free

  • 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 2025: Voting now open

Schroders UK Platform Awards 2025: Voting now open

Vote for your favourite platforms and fund research tools

Professional Adviser
clock 06 May 2025 • 1 min read
M&G to launch £64bn PruFund range on FNZ platforms

M&G to launch £64bn PruFund range on FNZ platforms

Aims to make flagship fund range ‘available to as many people as possible’

Jen Frost
clock 17 April 2025 • 2 min read
AJ Bell platform adds Quilter and Quilter Cheviot MPS offerings

AJ Bell platform adds Quilter and Quilter Cheviot MPS offerings

Brings ‘further choice’, says product director

Jen Frost
clock 15 April 2025 • 2 min read