Discussing the recent Schroders UK Financial Adviser Survey with the brilliant Gillian Hepburn.
5 key topics of conversation explored:
- š¤ Evolving Role of AI in Financial Advice: "70% of advisors see AI as an opportunity to enhance efficiency and client serviceā.
- š” Gillian's āA-haā Moment on Fees: Despite a perceived pressure on fees, "the number of advisers charging between 0.5% and 0.75% had actually increased".
- š Navigating Regulatory Challenges: "49% of advisers citing regulation as a main concernā.
- š Wealth Transfer and Engagement Strategies: Despite "63% of advisers being concerned about wealth transfer many lack a proactive strategy to engage with the next generationā.
- š„ Adviser Gender Preferences: Revealing that "76% of women indicate that the gender of their financial adviser is not a priority; what matters most is trust and understandingā.
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