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UK Adviser is delighted to present a brand new event series, 
The Future of Financial Advice, powered by International Adviser. 

This series is designed to help financial advisers future-proof their businesses; identify opportunities and risks; and provide resources, tools and practical tips.

The past year has accelerated a lot of the changes we were witnessing in industry. The successful individuals and firms will be the ones who see what is coming and adapt their products, services and approach to meet the changing demands and expectations.   

Did you know: 

  • £5.5trn is due to be passed down the generations in the next 30 years 
  • Clients are more diverse and increasingly expect companies to reflect that  
  • Company culture and policies are under the microscope more than ever before 
  • Trust is the greatest barrier for advisers when attracting new clients 
  • Technology is non-negotiable – whether this is online portals, apps or video conferencing

The future of financial advice is going to be determined by these factors and more. And laggards risk not only failing to attract and retain clients, but also diminishing the value of their business, which could affect their own retirement plans. 

In this series of must attend events, and with the help of industry experts, we will tackle the key areas of change and focus on the future of the industry. 

If you are a financial adviser, investment adviser, head of investments, heads of financial planning, paraplanner, fund selector or researcher, then this is the series for you.

 

You cannot afford to be left behind. The time is now for good outcomes, better business and best practice.

Chair

Kirsten Hastings, international editor, Last Word


Kirsten is editor of International Adviser and Expert Investor. She joined Last Word in October 2015 after working for two years as a reporter covering the staffing and recruitment industry.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high net worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.

 

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