'Advisers lead, not follow': Morningstar's Sanderson calls for adviser-led innovation

Segmentation, tech integration, and adviser empowerment are ‘critical’

Sahar Nazir
clock • 2 min read

Financial advisers should be “the driving force behind innovation in wealth management, not tech providers”, according to Morningstar Wealth EMEA managing director Mark Sanderson.

Speaking exclusively with Professional Adviser, Sanderson called for a rebalancing of power across the industry to ensure that technology serves the adviser, not the other way around. "We are not guessing at what is going to create time for the adviser," Sanderson said. "The advisers are leading us – we are not leading them." Sanderson said segmentation is the foundation of personalised advice at scale. "Great advice businesses are regionally tuned and understand the fabric of their community," he said. "With a clear view of their customer base, advisers can tailor everything – from t...

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 Your profession

Why accessibility is a must-have in a digital-first world

Why accessibility is a must-have in a digital-first world

Meeting the accessibility needs of vulnerable customers

Jonathan Hassell
clock 29 June 2026 • 4 min read
Editor's view: Baking in Burnham

Editor's view: Baking in Burnham

The editor's Friday Night Takeaway from 26 June

Jen Frost
clock 26 June 2026 • 2 min read
The Platforms Association launches UK's first transfers charter

The Platforms Association launches UK's first transfers charter

Designed to modernise investment transfers

Sophia Panayi
clock 25 June 2026 • 2 min read