Over the last decade the landscape for financial advisers and the customers they serve has changed dramatically largely due to regulation aimed at ensuring consumers get a better, fairer and more transparent deal. But what does the future hold?
Learning outcomes:
- Hear what investors value in a financial adviser
- Learn about common mistakes and complaints from investors and how to avoid them when providing financial advice
- Explore the difference between a broker and a bonafide independent financial adviser
- Understand where the advice industry is headed
Panelists:
Take the quiz on the Asset TV Platform to earn CPD points for this session here.
This session was part of the agenda for the acclaimed CoreShares Think Indexing Convention 2022. For more recorded sessions from convention, you can explore:
- Global Best Practice: Managing Multi Asset Funds
- Efficient Portfolio Solutions
- DFM Perspectives Panel Discussion: Building portfolios for the future
- Panel Discussion: The ETF (R)evolution
To register your interest to attend next year’s event, please fill in the form below:
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