The three wise advisers: the current landscape, and future predictions…

Watch ‘The Evolution of Dealer Group’ panel from this year’s IFA Client Experience Workshop. The discussion covers:

  • The current advising landscape; the royal commission and a global outlook (0:01)
  • What support licensees can provide in helping advisers with client relationships (3:31)
  • How might dealer groups help advisers communicate the value of advice? (10:06)
  • Who should be delivering adviser solutions to clients in the tech space? (16:34)
  • Industry examples of providing support for advisers, communicating value, and technology based advisor solutions (21:28)
  • The future of small practices (24:33)
  • Should licensees be doing more policy lobbying? (26:30)
  • What does good and poor advice look like? (30:29)