Advice CEOs say best use of technology still leaves room for advisers

Chief executives share their views at Dynamic Planner’s annual conference

Hope William-Smith
clock • 3 min read

The technology revolution desperately needed to bring more clients and advisers into the industry will still leave room for traditional face-to-face advice, industry chief executives (CEO) agree.

Speaking at Dynamic Planner's ‘The Power of Now' conference yesterday (7 February), CEO Ben Goss acknowledged the last three years "have been really challenging" for advisers. "There was a time when technology was looked on as the answer; tech can do the heavy lifting but there is no substitute for an experienced professional who sees lots of clients and can help people reflect more thoroughly on their decisions." Goss added: "The role of the adviser is to listen, understand, empathise and help. Advice since the global financial crisis has become more sophisticated and we cannot under...

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