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

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 ...