Advisers were prepared to grant companies a degree of leeway at the start of the pandemic, as businesses of all sizes wrestled with the transition to remote working. But tolerance for provider failings was in short supply come 2021.
This webinar will look at what firms got right and what they got wrong over the past year in particular. It will also look ahead at the challenges that remain for both providers and the advisers with whom they work.
While digital strategies have come with benefits for many, including fewer running costs and more flexible service delivery, they have contributed to increased uncertainty about the future - what will financial services in the post Covid-era look like?
How can providers effectively incorporate the flexibility of available technologies into existing practices to better serve advisers? What can the failures of some companies in adapting to the pandemic reveal about the financial services industry and its future prospects?
Hosted by FTAdviser, this webinar will reflect upon the past two years of rapid change within the financial advice world, exploring the successes and challenges of maintaining the adviser - service provider relationship in a post pandemic context defined by rapid technological innovation.
SPEAKERS
Claer Barrett, consumer editor at the Financial Times
Phil Bray, founder and director of The Yardstick Agency
Fahad Hassan, chief investment officer of Albemarle Street Partners
Anne McClean, partner at Smith & Williamson
David Muncaster, head of distribution at Canaccord Genuity Wealth Management
WHEN
Friday, November 19 at 11am
To find out more and to register, click HERE.
