The Future of Advice Report 2026
This new report draws on unique research to present a topical data-rich overview of the advice continuum in 2026. From content to coaching, and guidance to advice, this is a must-have resource for advice firms, wealth managers, platforms and fintechs to understand the quickly changing needs, wants and behaviours of consumers across all wealth brackets.
From understanding today’s behaviours to uncovering tomorrow’s demand, it’s the evidence base for shaping the future of help and advice across all models.
Who is it for?
This report is aimed at platforms, advice firms, and consultancy or third‑party providers working in digital planning and wealth who need market insight, strategic direction, and evidence to shape propositions, partnerships, and client support models.
This report will enable firms to:
Download the Table of Contents
Get a clear view of what’s inside the full report. See the chapters, themes and data areas we cover so you can see where it aligns with your priorities.
Key sections:
The Advice Gap
This infographic maps the segments currently stuck in the Advice Gap, from disengaged DIY investors to those priced out of traditional advice. It highlights the commercial opportunity for firms developing new services, journeys, or support models.
Sources:
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Please contact enquiries@boringmoney.co.uk for more information or to request a call with the research team.
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