Why developing a hybrid advice proposition makes sense

Hybrid advice has scope to address the holistic needs individual

clock • 5 min read

Fast-growing hybrid advice will create the opportunity for advice firms to produce a variety of propositions that cater for a wide range of client bases, writes Jason Green

In recent years, there has been a growing trend of financial advice firms deploying technology that involves the client more directly in the advice process. So-called ‘hybrid advice' is a tool at the disposal of financial advisers that holistically blends technology and the adviser's human expertise. It offers the adviser the opportunity to provide tailored solutions that help clients make well-informed decisions to achieve current and future financial goals, all while adhering to the Consumer Duty legislation introduced on 31 July.   The role of the financial planner With the increasi...

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