Simon Binney: Five areas smart tech will soon be helping advisers

And by 2019, not 2029 …

clock • 5 min read

Simon Binney highlights five important areas where smart technology should positively impact the role of the financial adviser - and not in 10 years' time but as soon as 2019

With so much uncertainty and transformation in the advice sector, it is difficult to predict what the financial adviser's role might look like in the future. While a crystal ball would bring some welcome relief to the thousands of advisers who are struggling to keep up with the sheer amount of change that stems from regulation, consolidation, automation and so on, life just is not that simple. Research by Canada Life Investments has suggested regulation is the number-one concern keeping advisers up at night. Regulation is also affecting an adviser's ability to recommend more risk to thei...

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