Reimagining financial advice

Reimagining financial advice

This whitepaper examines the role of technology in delivering financial advice.

Our view is that new digital capabilities, including digital advice technology, will disrupt the traditional advice model, but not in the way originally envisaged. Digital will enrich the skills of the advisers, not replace them, and this paper examines how the financial advice process will be enhanced using these new digital capabilities.

You can download the PDF below.

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