Financial advisers must embrace a more seamless hybrid advice model that blends digital tools with human interaction to meet evolving client expectations, former St. James’s Place (SJP) former divisional director of business development and advice John O’Driscoll has said.
Speaking at EV's WealthTech 2025 yesterday (24 June), O'Driscoll said the industry has made progress in adopting hybrid elements such as Zoom-based consultations, digital risk profiling, and email communications, but still lacks a truly integrated hybrid advice journey, especially in the wealth space. "Hybrid advice is anything between a fully robo-digital journey and a traditional paper-based advice model," O'Driscoll said. "What we're seeing are individual hybrid touchpoints rather than a fully seamless experience. And when it comes to the wealth market, that's a real gap." The Open...
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