The SFE Wealth Management Sector Group invites you to join them for their upcoming Schroders Adviser Pulse Survey event.
Gillian Hepburn (Commercial Director, Benchmark Capital) will present the findings from the latest Schroders Adviser Pulse Survey, with the opportunity for question-and-answer session.
The session will given participants the opportunity to delve into the challenges and emerging trends faced by the sector including the potential opportunities that looking ahead.
Key Takeaways:
Understanding Challenges and Trends: Gain insights into the current challenges and emerging trends affecting both clients and advisers.
Impact of External Pressures: Learn about how various external pressures can influence advisers and wealth firms, and how these could shape strategies and operations.
Role of Innovation: Discover the potential of innovation in enhancing the advisory process and its transformative impact on the role of advisers.
Opportunities for Growth: Identify opportunities where innovation can be leveraged to improve services and client engagement within the wealth management industry.