Clients demanding information electronically from advisers

Its research, commissioned by Dynamic Planner, including 4,000 UK clients revealed that demand for digital solutions is on the rise, ideally working in tandem with human interaction. It found that one in two UK clients across all income and age groups said they want to receive personalised information electronically from their adviser to track pensions, investments and to access personalised content. Looking at specific age groups, three in four 18–34-year-olds want to track investments and access financial planning content via an app; of those aged 35-54, 65% would like to have the a...