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1、In collaboration with AccentureThe Future of Financial AdviceJ U LY 2 0 2 4W H I T E P A P E RThis paper is interactiveUse the navigation buttons below to cycle through pages To enable interactive features,please download and open this PDF with Adobe Acrobat.Contents 2024 World Economic Forum.All ri

2、ghts reserved.No part of this publication may be reproduced or transmitted in any form or by any means,including photocopying and recording,or by any information storage and retrieval system.Disclaimer This document is published by the World Economic Forum as a contribution to a project,insight area

3、 or interaction.The findings,interpretations and conclusions expressed herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum,nor the entirety of its Members,Partners or

4、other stakeholders.Images:Getty Images,MidjourneyForeword 03Executive summary 04Overview of calls to action 05Introduction 07Methodology and scope 09The value of financial advice 111 Six trends shaping financial advice 14Trend 1:Changing demographics 16Trend 2:Holisitic financial well-being 20Trend

5、3:Digitally accessible 22 and hyper-personalizationTrend 4:Transparent and flexible pricing 23Trend 5:Technology innovation 25Trend 6:Deep dive social media 282 Calls to action 35Contributors 40Endnotes 42The Future of Financial Advice2ContentsForewordIn an era of rapid technological advancements,de

6、mographic shifts and evolving consumer expectations,the financial advice landscape is undergoing profound transformation.Traditional financial advice models are being challenged,necessitating a re-evaluation of existing practices and new ways of thinking.As we navigate this dynamic environment,it be