Hybrid advice model boom: Can smaller adviser firms enter the arena?

Pandemic has increased demand

clock • 7 min read
The model combines face-to-face and virtual elements
Image:

The model combines face-to-face and virtual elements

Customer expectations have been forever changed by the pandemic with hybrid advice a clear beneficiary as we transition back to 'normal'. With the space currently dominated by larger players, Nafeesa Zaman assesses if smaller firms can grab a slice of the action

Traditional, face-to-face financial advice is being shaken up by the launch of hybrid advice models by some larger investment firms, which combines digital solutions and an advice professional to create...

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