Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

clock • 3 min read

The next generation of investors is even more diverse and digital-first, and their expectations won’t be met with legacy models, writes Sneha Shah

As significant amounts of assets change hands in the Great Wealth Transfer, financial institutions face a defining moment: evolve or risk becoming irrelevant. The next generation of investors is even more diverse and digital-first, and their expectations won't be met with legacy models. Technology is already rewriting the rules of wealth, so the industry must rethink how to engage, advise, and innovate. Hyper-personalisation and fintech disruptors are reshaping financial advice. But the real challenge isn't just about adopting new tools—it's also about reimagining for whom wealth m...

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 profession

Paraplanners' confidence holding back progression

Paraplanners' confidence holding back progression

Aspiration and confidence gap over future career paths, SOTAN report finds

Isabel Baxter
clock 05 February 2026 • 3 min read
Advisory businesses must 'step up' to attract and retain new blood

Advisory businesses must 'step up' to attract and retain new blood

Clearer pathway to profession needed

Jenna Brown
clock 04 February 2026 • 3 min read
Advice buy-side models have 'clear conflict of interest'

Advice buy-side models have 'clear conflict of interest'

SBG’s Cherrington on common pitfalls and a valuations ‘peak’

Isabel Baxter
clock 04 February 2026 • 5 min read