Direct investment platforms are growing faster than the advised market. Is this simply a story about apps and advertising—or an early signal that people are changing the kind of help they want? By Steve Conley, Founder, Academy of Life Planning30 September 2026 For years, the familiar message has been: financial decisions are complicated, so find … Continue reading From advice to agency: are investors signalling a bigger shift?
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🌍 The End of Extraction: Why Empowerment Is the Future of Financial Planning
The financial planning profession stands at a historic turning point. Recent research reveals that four in five wealth owners over 65 believe their children will not stay with their current adviser. The message couldn’t be clearer: the next generation doesn’t want intermediation — they want empowerment. They are digital natives who value transparency, control, and … Continue reading 🌍 The End of Extraction: Why Empowerment Is the Future of Financial Planning
