'Advice is on the brink of a tech-driven revolution'

It’s advisers - armed with empathy and innovation - who will lead the charge

clock • 3 min read

In the third part of her series for Professional Adviser, Tessa Lee explores trends and patterns in digital tech…

Let's be honest, the world of financial advice is undergoing a massive transformation, and it's happening fast. We're on the brink of what amounts to a tech-driven revolution that's shaking up how we work, how we advise and how we connect. The good bit? It's all for the better. So, what's shaping the future of financial advice? Tailored advice at scale We're heading into a world where clients expect every interaction to feel like it was made just for them. Thanks to the power of digital platforms, personalised advice at scale is no longer just a dream. By tapping into vast amounts o...

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 Technology

Tony Wilkinson: The AI infrastructure boom is real

Tony Wilkinson: The AI infrastructure boom is real

'AI is no longer primarily about models and applications – it is about power and long-duration capital commitments'

Tony Wilkinson
clock 13 July 2026 • 6 min read
AI review to 'make retirement planning more accessible'

AI review to 'make retirement planning more accessible'

The ‘new Wild West’ of AI could help close advice gap

Sophia Panayi
clock 08 July 2026 • 4 min read
Roger Brosch: Playing to respective skill sets

Roger Brosch: Playing to respective skill sets

'Clients want quality time and attention and a human to talk to'

Roger Brosch
clock 08 July 2026 • 4 min read