On-demand webinar

What does the future of financial advice look like?

Watch our latest webinar as industry experts explore how financial advice will evolve in the coming years, with key findings from our latest report in partnership with AKG.

13th Mar 2024 Webinar

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Future of Advice – State of Flux

In a fast-changing world, financial advice is evolving with fresh challenges and rewards.

Watch on-demand today

In the latest AKG report, advisers told us Consumer Duty will increase their explicit and implicit costs and threatens the future of their business models. 

Our experts cover how partnering with a DFM like Charles Stanley can:

  • Reduce risks,
  • increase revenues, and
  • help advisers demonstrate “good client outcomes”.

More insights

Article
'The great wealth transfer’ - a big opportunity for advisers
By Aaron Gibbs
Personal Finance Commentator
05 Mar 2024 | 5 min read
Knowledge
AKG Research Paper 2023
How will financial advice evolve in the coming years? Download your copy of the research paper on the future of advice, written in partnership with AKG.
Article
Bridging the gap on financial advice
By Aaron Gibbs
Personal Finance Commentator
22 Feb 2024 | 5 min read
Article
Consumer Duty increases regulatory risk for advisers
By Aaron Gibbs
Personal Finance Commentator
05 Mar 2024 | 3 min read

Watch on-demand

Fill in the below form to watch our on-demand webinar on the key findings from our latest report in partnership with AKG.