Raza Shah: Five essentials for a user-first digital advice experience

Wealth is being transferred between generations at an extraordinary rate - indeed, by 2030, the value of such transfers is expected to reach £115bn annually. Clearly there is immense opportunity for advisers to capitalise on this trend, offering their services not only to Millennials but in time also to Generation X and, much further down the line, Generation Z. Advisers will need to find innovative ways to stand out - and developing a ‘design thinking', solutions focused culture will be a critical differentiator to attract the next generation of wealth owners. These consumers want conve...