Flexibility 'a necessity' for hybrid advice, says NextWealth

For the report, entitled 'Hacking the Journey - advice's hybrid future', the company surveyed 327 financial advice professionals on their views and practices on hybrid advice.  NextWealth defines hybrid advice as 'having advice delivered by technology where "helpful" and by people "where it matters"; delivering client meetings through video call or phone; having clients input information themselves through technology; and providing restricted advice that is designed for clients with simpler needs'. According to the report, which is part of NextWealth's Tech Stack series, firms offerin...