How to balance investment flexibility with too much choice

Coaching clients through the 'paradox of choice'

clock • 4 min read

To remain competitive, advisers must leverage technology to deliver a truly unique and personalised client experience, writes J. Womack

In today's investment landscape, personalisation is not a luxury—it's a necessity. Standing out in an increasingly competitive market demands a keen focus on addressing each investor's distinct needs. However, the push for personalisation can create a maze of products and solutions, potentially overburdening both investors and advisers. As the landscape continues to become more complex, advisers must balance providing a tailored, goals-based investment experience with the potential for overloading them with too much choice. The drive for personalisation Influenced by both financi...

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

Firms shifting down from M&A and up through organic gears for growth

Firms shifting down from M&A and up through organic gears for growth

A 'great deal' of M&A fine tuning going on

Heather Hopkins
clock 03 November 2025 • 4 min read
The Employment Rights Bill: What advice business owners need to know

The Employment Rights Bill: What advice business owners need to know

'The ERB presents a new set of challenges'

Niamh Millais and Antonia Blackwell
clock 03 November 2025 • 5 min read
Editor's view: Consolidators warned on debt and incentives

Editor's view: Consolidators warned on debt and incentives

The Financial Conduct Authority (FCA) this morning shared its consolidation multi-firm review findings, identifying areas of good and potentially harmful practice.

Jen Frost
clock 31 October 2025 • 4 min read