23/05/2025
During a recent talk, Ian McKenna (Financial Technology Research Centre) shared his thoughts on how technology is changing our industry. His view? The profession is heading for a major shift, and advisers who don’t adapt could be left behind.
As artificial intelligence continues to develop, the information gap between professionals and clients is shrinking. Clients have more access to facts, figures, and forecasts than ever before. That raises an important question: if we’re no longer the primary source of knowledge, what is our role?
The answer, it seems, lies in something far more human.
Clients still need help making sense of their decisions. They still want reassurance, confidence, and clarity. And increasingly, that comes down to understanding people, not just products.
Advisers who embrace behavioural insight and emotional intelligence will stand out. This is where meaningful advice lives: not in spreadsheets, but in conversation.
The way clients want to engage is also changing. Research shows that more and more people now prefer digital interactions over face-to-face meetings. Some would even choose a chatbot over a human adviser, a shift that would have seemed impossible a few years ago.
For those of us in the profession, the message is clear: staying still is not an option. We need to blend digital tools with human judgement.
Read this FT article for more information: https://www.ftadviser.com/adviser-technology/2025/5/21/advisers-will-take-psychology-route-as-ai-levels-playing-field-on-knowledge/
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