We’re kicking off 2024 by dusting down our crystal balls and debating what the future of financial advice might look like. It’s certainly an appropriate time to be doing so here on IFA Talk as we look ahead to the New Year.
A Hybrid Adviser?
With the ‘advice gap’ expanding rather than contracting, the need for sound financial advice has never been greater. Yes, views on so called “robo advice’ are polarised to say the least. But are there different – and cleverer – ways to approach the problem using technology? Research done last year by advisersoftware.com looked at the development of Hybrid Advice and the emergence of a new type of adviser – the Hybrid Adviser.
Sue and Brandon’s very first podcast guest of 2024 is someone who has strong views on the subject and a passion to drive progress – something he’s been working at for many years. No doubt, he’ll be well known to many IFA Magazine readers and podcast listeners, as our guest today is the one and only Ian McKenna of advisersoftware.com
On his Linkedin Profile Ian describes himself as “A Financial Technology Evangelist, Futurist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives.” Clearly, he’s a man on a mission – as this podcast confirms.
Check out this conversation to get some insight into what the future for financial advice might look like.
And last but definitely not least, we’d like to wish all our IFA Talk podcast listeners a very Happy New Year. We hope you will continue to enjoy our weekly conversations with all the great guests we’ve got lined up for this year.
Check out the conversation here…
