In an ever-evolving landscape marked by heightened geopolitical tensions, shifting economic conditions, and a dynamic regulatory environment, financial advisers face increasing complexity in their roles.
Join Schroders for an insightful digital working lunch tomorrow (9 July) where we will unveil the findings of the latest Schroders UK Financial Adviser Pulse Survey. This presentation aims to equip advisers with crucial insights to inform their business strategies.
Featured speakers:
- Gillian Hepburn, Commercial Director at Benchmark
- Stuart Podmore, Investment Propositions Director at Schroders
- Philip Martin, from Unique Financial Planning, who will provide an adviser perspective.
Together, they will examine the survey results, focusing on the key opportunities and challenges that financial advisers must navigate in the coming year. Learning objectives
By the end of the session delegates will be able to: Evaluate client sentiment regarding investments and articulate the potential impacts on their portfolios. Identify and analyse key challenges and opportunities related to regulation, technology, and artificial intelligence (AI). Prioritise and summarise the essential focus areas for the upcoming year.
Click here to register for this online event, which counts towards one hour of CPD.
New working lunch sessions are be announced on an ongoing basis, so keep up to date with our latest offerings here.
