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.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com