In summary, there’s no question in my mind that hybrid advice can and will drive the transformational change required in financial advice and planning, which will play an important role in addressing the advice gap conundrum without having to magic a large increase in qualified professionals.
With more people being supported in a manner that suits their later-life circumstances, and advisory firms operating more efficiently and cost effectively, this is a win-win outcome that can be achieved soon with the tech available to provide a glide path.
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Chet Velani is managing director at EV
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