The digital adviser: Time to think beyond your website

To adapt to changes in regulation and consumer attitudes, successful advisers must face an interesting conundrum: be both forward looking and ready to adapt, while retaining the traditional requirements of customer focus and lasting relationships. Nowhere is this shift more apparent than in the ‘shop window': an adviser's website. However, a slick, professional web presence is no longer the ultimate sign of a progressive adviser. Instead it's a minimum expectation. A recent survey of 1,000 of the UK's wealthy population, Pershing's Digital Horizons, found that clients of all ages w...