As financial advice firms continue to invest heavily in artificial intelligence and digital tools, PA360 panellists stressed that technology alone is not what clients value.
During a panel session last Thursday (23 April), speakers highlighted that while advice firms are racing to adopt new technologies, the fundamental driver of value in financial advice remains unchanged: trust, relationships, and outcomes. "Clients don't want to be impressed by your tech stack - they don't care," Moneyinfo founder and managing director Tessa Lee said. "They're paying for peace of mind. They're paying for someone to look after them." "Many firms buy into the principle of what AI could do and the potential of what AI could do," Nine Edge Wealth CEO Derek Miles added. "Bu...
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