Helen Oxley: Play your part in the democratisation of investing

Digital engagement holds key

clock • 5 min read

The savings revolution is all about making investing accessible and, while that is a great opportunity for the new breed of online propositions, says Helen Oxley, it is also one for more established financial services firms

The wealth management and financial advice industry is gearing up for a dramatically different future. In 10 years' time, we can expect the familiar to be unrecognisable. Language will have simplified, customer data-sharing interfaces will have advanced, and new start-up brands will have challenged major traditional players. At the centre of this revolution will stand customer experience, lower cost barriers and seamless digital investment journeys. We are now seeing the introduction of disruptive technologies that will unlock exponential growth in new and existing market segments. Wh...

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

'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read
From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read