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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales

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Manage episode 489487760 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey, which looks into the real-world challenges and key trends that advisers are currently experiencing.

From increased regulation and market volatility to shifting client expectations, the landscape isn’t exactly getting any simpler. Helping us unravel this is David Scholes, Director of Wealth Sales at FE fundinfo.

David talks about how artificial intelligence is starting to reshape the way the advice industry works and diving into one of the biggest opportunities – and challenges – facing advisers today: the great generational wealth transfer.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 489487760 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey, which looks into the real-world challenges and key trends that advisers are currently experiencing.

From increased regulation and market volatility to shifting client expectations, the landscape isn’t exactly getting any simpler. Helping us unravel this is David Scholes, Director of Wealth Sales at FE fundinfo.

David talks about how artificial intelligence is starting to reshape the way the advice industry works and diving into one of the biggest opportunities – and challenges – facing advisers today: the great generational wealth transfer.

  continue reading

101 episodes

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