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 ...

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 Your Business

Building a more resilient financial workforce through inclusive leadership

Building a more resilient financial workforce through inclusive leadership

'In the UK's financial services sector, resilience, innovation and trust are top-line priorities'

Mary-Clare Race
clock 10 July 2025 • 6 min read
Succession planning 'not just a transaction' for advice business owners

Succession planning 'not just a transaction' for advice business owners

Should be an ‘entire phase’, advisers told

Isabel Baxter
clock 10 July 2025 • 2 min read
Adviser books lack younger clients as they pick DIY or robo-advice

Adviser books lack younger clients as they pick DIY or robo-advice

Apathy and lack of advice value understanding also barriers

Isabel Baxter
clock 09 July 2025 • 2 min read