The Future of Advice
Against a backdrop of regulatory change and digital innovation, this report explores the changing environment for financial advice in the UK.
•What do consumers want?
•How big is the opportunity?
•What is the potential for mass market solutions?
•Guidance, digital and hybrid advice – demand and supply
•Barriers and opportunities
•Changes, provider intent and strategic shifts
Sources and methods:
A representative survey of circa 3,500 UK adults
Commentary from directors of advice firms & platforms
Insights from advised consumers
Qualitative interviews with the target audience
Who is it for?
Platforms - those leading development of proposition and strategy
Robo advisers - how to expand and increase market share
Advice firms - how to embrace technology to support more customers
New players receiving coaching, guidance and simplified advice
What are the features? (Scope and Table of Contents)
Things to look out for:
Get in touch with us to buy the report
Please contact georgiana@boringmoney.co.uk for more information or to request a call with the research team.
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