The true test of innovation in wealth management

Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning. To find out what’s truly new and innovative, Professional Planner spoke to leading advice and investment professionals. The consensus is that innovation is not only about doing things differently but improving outcomes for clients and making their lives better. They share their experiences and views on the innovations that are actually moving the dial in advice businesses.