As we look back on this year, we can all agree that 2024 has been one of the most challenging years for financial advisers for at least the past decade. As if the challenges of Consumer Duty haven’t been sufficient, the industry is still dealing with an uncertain political landscape, a continued cost of living crisis, UK & US elections, not to mention the fallout from the budget, as well as the impact of the ongoing conflicts in Ukraine and the Middle East.

It’s at times like these that it serves us all well to take a really hard look at our businesses, check that we’re running as efficiently as possible and evaluate where the opportunities for growth will lie in the coming year. So, with that in mind, what better time to take a look at the results of one of the largest surveys of advisers to be undertaken this year. And to present the survey results and shed some light on where the challenges and opportunities lie for advisers in 2025 are Benchmark’s Commercial Director, Gillian Hepburn, Stuart Podmore who is the Investment Propositions Director at Schroder Investment Solutions, and, to take the view from the adviser community, a great friend of Professional Adviser, Unique Financial Planning’s CEO, Philip Martin.

This session will give an insight into adviser views on markets, client investment sentiment, consumer duty, wealth transfer, implementation of AI and sustainability amongst others.

свернуть