Is it time for advisers to get 'hyperpersonal' with clients?

Client advocates

Jenna Brown
clock • 3 min read

Jenna Brown talks to Russell Andrews about the future of advice, getting ‘hyperpersonal’ with clients and how to stand out from the crowd in an increasingly turbulent world

The financial advice market is at an "inflection point", according to Russell Andrews, head of solutions, UK, Europe & Asia asset management distribution, SEI. As a profession, financial advice is no stranger to changing demands, both from regulators and clients, but this time it is different. Andrews explains for advice outfits to both survive and thrive over the next ten years some attitudes and a lot of ingrained processes will need to change. Over the past 12 years, financial markets have swung from the Global Financial Crisis through a sustained recovery and "epic bull market" to...

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