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IFA: How to navigate challenges and seize the opportunities

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Manage episode 411216963 series 2774996
Kandungan disediakan oleh Momentum Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Momentum Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024.

Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead.

Listen as he discusses:

  • The resilience of advice businesses in navigating challenges like high inflation and interest rates, highlighting the importance of organic growth opportunities.
  • The stabilising trend in profit margins for advice businesses, leading to increased reinvestment in operations.
  • Trends shaping the advice profession, including digital service delivery, ethical investing, and advisers’ move towards self-licensing for greater control over their business models.
  continue reading

209 episod

Artwork
iconKongsi
 
Manage episode 411216963 series 2774996
Kandungan disediakan oleh Momentum Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Momentum Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024.

Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead.

Listen as he discusses:

  • The resilience of advice businesses in navigating challenges like high inflation and interest rates, highlighting the importance of organic growth opportunities.
  • The stabilising trend in profit margins for advice businesses, leading to increased reinvestment in operations.
  • Trends shaping the advice profession, including digital service delivery, ethical investing, and advisers’ move towards self-licensing for greater control over their business models.
  continue reading

209 episod

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