Your IndustryMar 10 2022

Guide to the future of advice

pfs-logo
cisi-logo
CPD
Approx.60min
  • Understand how the future of advice can be assured.
  • Describe how using technology and social media can help complement advisers' processes
  • Explain the methods that can be used to help advisers increase their capacity to take on new clients

Guide to the future of advice

  • Understand how the future of advice can be assured.
  • Describe how using technology and social media can help complement advisers' processes
  • Explain the methods that can be used to help advisers increase their capacity to take on new clients
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Royal London

Introduction

By Melanie Tringham
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon

Technology and the effective use of social media can make a big difference to the future of advice if it is properly used, but bringing in new, younger blood into the industry is essential too.

Financial advisers are facing changes on many fronts, and at the same time are feeling pressure from the regulator.

There has been much discussion about the need for advisers to adapt, and become aware of challenges further down the line, from the transfer of wealth to dealing with younger generations.

Many advisers have embraced social media, but what are the risks that it poses, and how do those that make it work for them turn it into a success?

Furthermore, what exactly are the prospects offered by robo-advice?

Chloe Cheung looks at these issues in this guide, which is worth an indicative 60 minutes' CPD.

In this guide

Articles
CPD Questions
To reveal the CPD questions which accompany this guide, please sign in and read all of the articles below.