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What does the future of financial advice look like?

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What does the future of financial advice look like?

Our Ambassador Canada Life has sponsored an AKG report called The Future of Advice – State of Flux.

The Future of Advice – State of Flux report, written by AKG and sponsored by Canada Life, explores the insights of advisers and consumers based on in depth survey and interview-based research conducted this year. The new report brings to light how the role of advice is perceived in 2023, and where challenges and opportunities lie in the here and now, as well as in the future.

This paper is the second instalment of its kind. In 2020, we sponsored the AKG report, Beneath & Beyond, to look at the future of advice. Since 2020, when the first outlook of the future of advice was delivered, the world was enraptured with a pandemic, and little else. But three years later, the industry is still facing complex challenges that are changing the landscape of financial advice.

You can find out more by downloading a copy of the full report here.


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