How advisers can meet clients' digital expectations

Recent research we conducted with Compeer revealed that more than half of investors with £1m or more of investible assets want improvements to digital servicing capabilities offered by their wealth manager or adviser. Of these, two-thirds said they would be likely to look for another provider if things do not get better. And they are not averse to switching as 65% of surveyed investors had switched wealth management provider in the last five years. More generally, this is a compelling reminder that wealth managers and financial planning firms need to continually sharpen their offering...