Making sense of the current financial landscape

Presented by Mark Hoven, CEO of Adviser Ratings

Date: 13 May 2020

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About this presentation

Hear the key findings from the latest Adviser Ratings Financial Advice Landscape report, a comprehensive look at the industry, drawing on both public and proprietary data sets of 1,200 advisers and practice principals.In this presentation you will gain insights from the perspectives of advisers, clients and service providers, and will learn:

  1. The emerging profile of consumers using wealth services
  2. How the economics of running an advice firm is transforming
  3. Where digital advice is heading and what leading businesses are doing about it
  4. What advisers can expect from the licensee business model changes

Hear more on the changing market of financial advice

Hear more about how Mark envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.

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