Fintechs and the advice marketplace: democratisation vs exclusivity
Now that the robots have arrived, our panel will explore fintech’s impact on the advisory marketplace, the changing appetite for advice, and where the marketplace is heading.
By looking across the sectors, from pensions to asset management and mortgage providers, we will shine a light on the changes that have empowered consumer self-direction, reduced reliance on advice and provided opportunity to access otherwise inaccessible information.
Will the marketplace continue towards democratisation of advice? What form will it take? Or is it leading to more tailored, premium insight?
Nick Middleton, Head of UBS SmartWealth UK
Jason Chapman, Managing Director, Willis Owen
Simon Binney, Business Development Director, Wealth Wizards
Keith Carby, Chairman of Maibridge Ltd, of Mill Capital Private Equity (Dubai) and Non-Executive Director, Metro Bank
Chair: Kirsty Maxey, Joint CEO, Teamspirit