Simon Binney: Four ways to help clients understand hybrid advice

Part human adviser, part automation

Simon Binney: "It will be an important part of the adviser’s communication process to reassure new customers it is only going to get better for them, thanks to technology."
Simon Binney: "It will be an important part of the adviser’s communication process to reassure new customers it is only going to get better for them, thanks to technology."
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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...

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