Tessa Lee, managing director at moneyinfo, recently shared her insights in an article featured on Professional Adviser . In it, she explores how technology is reshaping financial advice, with advisers at the forefront of this transformation. 

The world of financial advice is transforming fast. We're on the brink of what amounts to a tech-driven revolution that's shaking up how we work, how we advise and how we connect. The good bit? It's all for the better. So, what's shaping the future of financial advice?

In her latest insights, Tessa highlights the trends shaping the future of financial advice.

Tailored advice at scale

We're heading into a world where clients expect every interaction to feel like it was made just for them. Thanks to the power of digital platforms, personalised advice at scale is no longer just a dream. By tapping into vast amounts of data, advisers can deliver hyper-customised solutions that feel bespoke, but are scalable.

Enter Artificial Intelligence. By automating routine tasks like data entry, report generation and portfolio monitoring, AI will give advisers back precious time—time they can spend focusing on what really matters: building deeper connections with clients and offering more strategic advice.

Integrated client experiences

These days, we expect everything to be seamless—whether we're ordering food or managing our finances. And that's exactly where financial advice is heading. Imagine a world where your client starts a conversation with you over video chat, sends you follow-up questions via an app and tracks real-time portfolio updates on their phone. Every touchpoint, connected. Every interaction, fluid.

This is the future—an integrated, omnichannel experience where clients engage in whatever way suits them best. The mix of tech and human interaction will create a client journey that feels intuitive, smooth and—most importantly—easy.

A unified ecosystem for better client outcomes

Financial advice used to be fragmented. Different platforms, tools and services were isolated from one another, making the process clunky and inefficient. But that's all changing. Gone are the days of one-size-fits-all solutions. Instead, more and more the industry is embracing a best-of-breed approach—using the strengths of specialised technologies to build a more cohesive ecosystem that ultimately serves the client.

The digital-native generations

Millennials and Gen Z are poised to inherit trillions from Baby Boomers, and they're already shaping the future of wealth management. These digital-natives expect more than just traditional advisory models—they demand financial solutions that are fast, intuitive, and app-based. They want to manage their money the same way they manage everything else—through their phones, with minimal friction.

If advice firms want to stay relevant, they'll need to embrace digital-first, mobile-first solutions. Think streamlined onboarding, simple-to-use financial tools and instant access to advice. This is the key to engaging these next-gen clients—and capturing more  market share.

It's advisers - armed with empathy and innovation - who will lead the charge, helping clients navigate their financial lives with confidence. Technology will continue to evolve, but at the heart of it all, financial advice will remain deeply personal.

The future is already here if you look – and the opportunities are endless.

This article is shortened and adapted from an original piece by Tessa Lee, published on Professional Adviser. You can read the full original article here.