Five key themes that are expected to play out in 2023 will offer advisers who embrace them the opportunity to build their business and thrive, according to Dynamic Planner.
Value of advice and technology Chief executive Ben Goss highlighted that challenging times are a reminder of the value of advice and in particular "the power of diversification and the importance of risk-based planning". As a result, one opportunity he sees for advisers is supporting existing clients as the UK continues to face recession and the repercussions of the ongoing war in Ukraine on economies and markets. He also noted that a "wave of new clients looks set to persist". "Challenging times are also the times when innovations emerge and find fertile ground," explained Goss....
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