Advice in the 21st Century

Yes, financial advisers and brokers still nurture their area of expertise, but increasingly they are being given the opportunity to enter into new markets and broaden the scope of advice they can offer clients. The fact that we now tend to talk about financial planning is itself a clue to the more holistic approach we are taking and there is little doubt that considering a client’s situation in its entirety makes for a better service. The advent of online trading has made it incredibly easy for brokers to access new markets and certainly they have never before had the power to research,...