Simon Binney: The changing face of post-pandemic financial advice

First of a two-part series

clock • 5 min read

Financial advice firms that have adopted a more digital service delivery during the pandemic are capturing new clients and will be better set up to satisfy future intergenerational advice demand, writes Simon Binney

The fundamental shift in the use of online services during the pandemic has been well documented. It has affected the behaviour and consumption of consumers and industries alike. It has helped to open the eyes of many financial advice firms to new ways of working and it has accelerated the trend towards digital servicing of clients (existing and new), which was already growing within the industry. Digital offers both advice firms and clients more convenience, increased personalisation and better control. There is no going back from this. In fact, I'd argue it is a trend that is about ...

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