In this latest Working Lunch from Professional Adviser, Commercial Director Gillian Hepburn and Investment Propositions Director Stuart Podmore shared the latest findings on the Schroders UK Financial Adviser Pulse Survey and discussed results with CEO of Unique Financial Planning, Philip Martin.
During this digital event recorded on 9th July, Gillian Hepburn and Stuart Podmore focused their presentation on the latest Schroders UK Financial Adviser Pulse Survey.
They explain the complexity that advisers face in their roles, in an ever-evolving landscape marked by heightened geopolitical tensions, shifting economic conditions, and a dynamic regulatory environment. Alongside Philip Martin, CEO of Unique Financial Planning, they examined the survey results, focusing on the key opportunities and challenges that financial advisers must navigate in the coming year.
In this session we covered:
- Evaluated client sentiment regarding investments and articulate the potential impacts on their portfolios.
- Identified and analysed key challenges and opportunities related to regulation, technology, and artificial intelligence (AI).
- Prioritised and summarised the essential focus areas for the upcoming year.
