Longitudinal Research Tracks Changing Attitudes Toward Financial Advice

Ongoing research tracking customer attitudes over several years shows a gradual but consistent increase in willingness to pay for personalised financial advice, reversing an earlier trend toward pure self-service. This shift appears linked to growing complexity in financial decision-making, from investment choices to insurance product selection. Institutions positioned to offer genuinely valuable personalised advice, rather than generic recommendations, appear well placed to benefit from this gradually reversing trend.