Beyond the numbers: What your clients really need you to know
The world is changing, fast. Technology, and particularly AI, is shifting the balance of where advisers spend their time, away from the more technical processes of planning to where human judgement and empathy make the greatest difference. At the same time, socio-economic and demographic shifts are reshaping what clients need from financial advisers. Nowhere is this more evident than at the point of retirement, as we will explore in this guide, supported by Standard Life.