Digital transformation means different things to different people. 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.

Our latest interview was with Ian Horne, Head of Audience Development for Citywire. Ian spends a lot of his time talking to financial advisers about industry developments, trends and challenges.

Having recently travelled the UK interviewing many advisers, he produced a documentary entitled ‘Great Advice, Great Profession: The Documentary’. It’s a must watch and includes some revealing and fascinating insights. We highly recommend you give it a watch. We’ve included a link to it at the bottom of this page.

Ian also writes a weekly tech column for Citywire. So in our interview, he talks about digital transformation, the advice gap, and intergenerational wealth. He also gives his view on the current crop of financial adviser technology solutions.