Peter Calvert looks at the key tech trends in the adviser space, a profession that is person-led and technology-supplemented…

Finance and financial services in particular has always been (and continues to be) a person led, technology supplemented industry.

First and foremost, I don’t see that changing in the coming year, however, the primary technology trends that I do forecast for the year ahead of us will see a shift in the tools we use and how we use them to offer advice.


Hybrid working is here to stay and while many firms embraced the change, others were forced to evolve.

Read more in our Professional Adviser article here.