The Findings
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done and lessons learned!
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done.
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AN OVERVIEW OF THE CHANGING SHAPE OF THE ‘IFA’ WORLD AND THE COMMERCIAL OPPORTUNITY IT OFFERS WEALTH MANAGEMENT
Against the backdrop of RDR, Brexit and a substantial shift towards outsourcing investment offerings and passive investments, the IFA community is undergoing a period of intense change. There is therefore a tectonic shift in the products that advisors require from wealth managers. It is imperative that wealth management understand and adapt their products and services to reflect these changes and ensure they extrapolate the commercial opportunities these present.
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ARE WE IN A BUBBLE? IS NOW THE TIME TO GET REAL?
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ARE WE LOOKING AT A HARD BREXIT? DO YOU HAVE AN INVESTMENT STRATEGY IN PLACE TO HANDLE THE RESULTANT MARKET VOLATILITY – OR ARE YOU PLAYING A WAITING
The Brexit deal is not satisfactory for either side of the political debate within the UK. There is still uncertainty, especially when it comes to the future trade relationship with the EU.