FNZ on future proofing the value of advice
FNZ CEO Adrian Durham discusses on CNBC the merits of their global scale which will future proof the value of professional advice. Cross jurisdictional, end to end, AI enabled software removes inefficiencies so financial advisors can do what they do best.
These insights come from a new major research study delivered by FNZ in conjunction with Deloitte: Building a Future-Ready Investment Firm, capturing insights from 250 wealth management firms and 2,000 investors worldwide.
He also discusses how the adviser's role fits into a digital future; "advisers .... are one of the long term survivors of the ever-increasing use of AI, we're asking people to save money and take risk....... and that is something that fundamentally comes down to trust."
The full report can be downloaded from here.