Simon Binney: Four ways to help clients understand hybrid advice

Part human adviser, part automation

clock • 5 min read

As technology transforms how individuals manage money, writes Simon Binney, the advice sector as a whole will face a more discerning and demanding client base, which will have quality and convenience front-of-mind

The choice of a financial adviser can be based on a myriad of reasons - a recommendation, a review, the possibility of online advice, perhaps an inheritance or windfall. What should be at the heart of any decision to select an adviser, however, is quality, regulated advice. This may sound like common sense but, as we enter a new era where clients can access ‘advice' and guidance from a whole range of sources, there is the danger the customer will become ‘lost in the weeds', not fully understanding what they are obtaining. This is why it is up to us as an industry to communicate the real ...

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 Technology

AI: Why financial advice is on the brink of a rapid revolution

AI: Why financial advice is on the brink of a rapid revolution

Three practical steps advisers and planners can take now

Rohit Vaish
clock 08 July 2025 • 5 min read
Tech helping IFAs rise to capacity crunch challenge

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

Rowan Whittington
clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

Scott Daniels
clock 03 July 2025 • 6 min read