It is very likely that the Covid-19 pandemic has fast forwarded the digitalisation of the industry, creating a challenge for financial planners in balancing the benefits of both worlds, adviser delegates at PA360 heard.
Hybrid advice is not one homogenous way to deliver advice, therefore, but an overarching term for a sliding scale of humans and tech, writes Tim Thompson-Rye
M&G Wealth and Ignition Advice’s hybrid advice service MAP went live for “existing heritage customers” in December last year with decumulation clients being its initial focus.