Technology Will Change Financial Advice

How will investment products and advice be delivered in the future? And how will democratic and technological developments create investment opportunities?

Emma Wall 16 June, 2014 | 3:52PM

Financial advisers will have to work harder to adapt their services to meet the broader needs of investors in the future, according to consultancy KPMG.

The Investing in the Future report stated that over the next 15 years there will be opportunities for the investment industry to develop new services and products in order to match investors’ changing requirements.

Investors in the future will face challenges thrown up by pension reforms, advice regulation and increasingly transparent stock markets. Pricing pressure will also alter the landscape – as active management is blended with passives to cheap cost down, and many investors choose  DIY portfolio construction.

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About Author

Emma Wall  is former Senior International Editor for Morningstar

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