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

Is this it? What CEOs need to see from AI

Is this it? What CEOs need to see from AI

The public conversation about AI and jobs has been oddly naive. On one side, existential panic about mass unemployment. On the other, breezy reassurances that AI just makes us all a bit more productive. Both miss the point, writes Samantha McBride

Samantha McBride
clock 04 August 2026 • 3 min read
PlannerPal CEO: 'Not all integrations are equal'

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

Isabel Baxter
clock 30 July 2026 • 3 min read
AI is transformative, but are investment portfolios too dependent on it?

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

Nisha Thakrar
clock 27 July 2026 • 4 min read