Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock • 1 min read

Increased use of technology is turning up the pressure on advisers and their investment clients, according to research from wealth manager Investec Wealth & Investment (UK).

Its study with financial advisers and financial planners across the UK found 91% of advisers say investment clients have become more demanding over the past three years in terms of the services they want and how often they are in contact, with technology the biggest driver. Around four out of five (81%) of advisers said clients are more demanding because they want to make more use of technology and to have greater insight into their investments. Additionally, more than half (53%) said clients have become more demanding because they are more aware of their rights. Investec Wealth & ...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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