The advisory sector's growth in the coming years will be greatly determined by its ability to adapt to an evolving client base who are increasing living a digitised life, writes Raza Shah, as he outlines key aspects of a design-led user experience
Wealth is being transferred between generations at an extraordinary rate - indeed, by 2030, the value of such transfers is expected to reach £115bn annually. Clearly there is immense opportunity for advisers...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'