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From technological disruption to a ratcheting up of regulation there is a lot to be worried about.
But, there are also a lot of opportunities to be found, if you can get ahead of the curve not only in relation to technology, but also in how you position your business.
At a panel discussion at International Adviser‘s recent Future Advisory Forum: Cape Town, five leading industry experts gave their views on what a successful, profitable advisory business will look like in five years time.
Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Record annual IHT take last tax year of £7.5bn likely to be beaten
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Fund has split its fixed income exposure into four, rather than using a single broad index
