Adjusting to new ways of working, lack of face-to-face contact and limited access to paper-based documents were advisers’ main concerns during the pandemic, according to Fidelity FundsNetwork research.
A survey of 100 advisers on the platform revealed that half (51%) said working remotely with clients has been their biggest personal challenge during lockdown. Three-in-10 (29%) said the lack of face-to-face contact with clients had the most significant impact on their working arrangements at the height of the pandemic, while 30% faced challenges because of their lack of access to paper documents. NextWealth managing director and founder Heather Hopkins said some changes in the way advisers deal with clients brought about by the pandemic would be implemented long-term. "The researc...
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