The Future of Financial Advice

The Future of Financial Advice

CNBC reports on the future on financial advice:  "While the bull market has helped financial advisory firms recover from the fallout of the Great Recession, technology, demographics and regulatory confusion are continuing challenges. Fintech is a disruptor as robo-advisors gain more traction and tech-friendly millennials accumulate wealth. Smaller registered investment advisors face a dilemma: Consolidate to compete, or possibly fade away."


"Where is the future of financial advice headed? The answers always seem fraught with risk and uncertainty. While the bull market in stocks has gone a long way to helping the advice industry recover from the reputational fallout of the financial crisis, technology, demographics and regulatory confusion continue to challenge all corners of the industry.”

“What happens when advisors’ baby boomer clients pass their wealth on to kids who want nothing to do with Mom and Dad’s financial advisor? Why pay an advisor a fee when you can build a customized investment portfolio online for a fraction of the cost? How will the industry cope when thousands of boomer advisors retire over the next decade?" Read the full article 


About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.