Seven ways the role of a financial planner is gently shifting
Changes in financial planning don’t always arrive with a bang.
Sometimes they come quietly, over time, almost unnoticed – unlike something externally imposed, such as Consumer Duty.
For decades, financial planning has largely been positioned as a technical profession: expertise, products, markets, and performance.
Those things still matter. But on their own, they’re no longer enough. Something subtler is happening. Not all at once. Not for everyone. But enough that it’s shifting the profession.
Here are seven ways the role of a financial planner is quietly evolving.