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In this article, Wealth Wizards’ Simon Binney discusses the merits of self-serve and hybrid advice and how it could increase adviser revenues by 225%. The next few years will see exponential use of self-serve and hybrid advice as the financial services industry takes advantage of developments in technology and consumers feel increasingly comfortable using digitalContinue reading “The merits of self-serve and hybrid advice and how it could increase adviser revenues by 225%.”

Are you considering a hybrid advice model for your business? Wealth Wizards’ Simon Binney provides a valuable insight into how advisers and wealth managers are using digital-first and automation platforms to grow and future-proof their firms. ‍What is hybrid advice? In a nutshell, the hybrid advice model helps firms automate processes and digitise the adviceContinue reading “Is Hybrid Advice Right for Your Firm?”