How will financial advice adapt for the next generation?

“I was fortunate to attend a panel session at the event aptly titled the future of advice … Will the advice sector take the route of subscription services? Will social media bridge the gap between advice and guidance? Will digital wealth management become the norm? Investments in the age of social activism? What’s the future demand for financial advice including changing generational behaviours?”

How will financial advice adapt for the next generation? (Momodou Musa Touray)

The client experience

The unique planning needs of childfree clients (Jay Zigmont)

Why are young people susceptible to bad financial advice online? (Ryan Ermey)

Estate planning during a bear market (Matthew F. Erskine)

The advisory profession

What does a modern advisory firm look like? (Adam Carolan)

The rise of indexing is not affecting price efficiency (Alex Moffatt)

Questions advisers should ask themselves in the wake of new regulatory requirements (Rick Eling)

Work and business

Can you stay cool under pressure? (David Lancefield)

How a four-day week trial changed its participants’ lives (Anna Cooban)

Taking a look at your adviser remuneration strategy (Brett Davidson)

Adviser marketing

How to use case studies on your firm’s website (Justin Adams)

Storytelling can help to build trust in your business (Gretchen Halpin)

Your niche is bigger than you think (Sonya Dreizler)

CONTENT FOR ADVISERS

Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.

We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.

Why not visit our website? We would love to work with you.

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