Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock • 1 min read

Increased use of technology is turning up the pressure on advisers and their investment clients, according to research from wealth manager Investec Wealth & Investment (UK).

Its study with financial advisers and financial planners across the UK found 91% of advisers say investment clients have become more demanding over the past three years in terms of the services they want and how often they are in contact, with technology the biggest driver. Around four out of five (81%) of advisers said clients are more demanding because they want to make more use of technology and to have greater insight into their investments. Additionally, more than half (53%) said clients have become more demanding because they are more aware of their rights. Investec Wealth & ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

Mark Rendle
clock 31 March 2026 • 4 min read
Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

Sophia Panayi
clock 30 March 2026 • 3 min read
AI in financial advice starts with data that's fit for purpose

AI in financial advice starts with data that's fit for purpose

'The firms that benefit most from AI will be those that fix their foundations first'

Luke Miles
clock 26 March 2026 • 4 min read