The evolving role of financial advisers in a tech-driven world

AFTER years of volatility and innovation, the financial world is entering a transformative era - one powered by technological advancements but shaped by people. Clients today want more than just financial growth: they want advice that connects with their goals, whether that’s sustainable investing, preparing for life’s milestones, or building a legacy.

- SONJA STEYN

This new era in financial services isn’t about replacing human connection with technology; it’s about enhancing it and using tools in smarter ways to deliver advice that’s more intuitive, more accessible, and deeply personal.

The adviser's new mission: Being a partner in change

Central to this transformation is the adviser-client relationship, which is being reimagined like never before. In the past, advisers were seen as experts in investment strategies and risk management, but they play a more holistic role today.

Financial advice has evolved beyond technical expertise into a service rooted in understanding each client's unique experiences, goals, and values. Advisers are no longer just gatekeepers to wealth — they are partners in an ongoing conversation about life and money. Their mission is to guide clients through the complexities of financial decisions while helping them achieve what matters most to them.

Whether it’s preparing for the unexpected, aligning investments with personal values (such as green or socially responsible investment), or building sustainable wealth for their children, advisers are moving from consultants to mentors.

Putting clients at the heart of financial advice