Name
The Advice Show: Wealth Special (Part One)
Date & Time
Monday, October 2, 2023, 9:30 AM - 11:10 AM
Dan Russell Simon Holmes Natasha Sarkaria Jim Caron Tara Jameson Doug Abbott Justine Randall Fay Hendon Karl Dines
Description

Market update (09:30am - 10:10am)

By any measure, we’ve had a turbulent year so far - in both UK and global markets, across nearly every sector. In the upcoming Advice Show, a panel of experts will discuss their views on 2023 so far, what we can expect from the rest of 2023 and beyond, and offer some insight into what it means for you, and your clients.

 

UK Investment Landscape (10:10am - 10:50am)

Join our stellar panel who will be sharing their ‘top-down’ view of the current investment landscape. On the ground, Advisory firms try to navigate regulation and the challenges of running a profitable business, with many considering outsourcing or insourcing large parts of the advice process. Against a backdrop of consolidation in the market and concerns around bridging the advice gap - how do our experts see threats and opportunities changing the shape of advice in the UK?

 

Talking tech, with SimplyBiz CEO Neil Stevens (10:50am - 11:10am)

Tech is an incredibly fast-moving market, and our parent company, Fintel, has had a number of announcements about its own acquisitions and investments in recent months. In this exclusive Advice Show session, Fintel and SImplyBiz CEO, Neil Stevens, will talk about our strategy, future, and - most importantly - what it means for advisers.

Session Type
Workshop