The financial advice industry faces significant challenges including, the adoption of new operating models (post-COVID 19), the increase cost of regulation, adviser retention, intergenerational wealth, and how to service the UK financial advice gap. Therefore, advice firms need to put in place effective digital transformation programmes through the adoption of new technology. For most firms, this transformation is not only critical to remaining competitive, but also necessary for survival.

So we’re interviewing industry practitioners and pundits to get their understanding of digital transformation and what it means to financial planning and wealth management businesses. All will have a different view so we hope you find our interviewees interesting and informative.

Our latest guest is Chris Baigent-Reed, Founder & Director of Jigsaw Tree, the financial advice consultancy that specialises in people, process & technology, change management, and outsourcing.