IFA: Super boutiques and the golden age of advice episode artwork

EPISODE · Nov 13, 2023 · 31 MIN

IFA: Super boutiques and the golden age of advice

from Wealth Management Podcast Network · host Momentum Media

In this episode of the ifa Show, host Keith Ford is joined by Steve Prendeville, founder and director of Forte Asset Solutions, to examine what the future landscape of the advice profession will look like. Mr Prendeville explains why we are on the verge of a golden age of advice, spurred on by what he sees as an imminent period of legislative stability when the Quality of Advice Review changes are eventually implemented. Listen as they discuss: How mergers and acquisitions within the advice space will lead to "super boutiques". The rise of multidisciplinary firms working under a single umbrella. What the financial advice environment will look like over the next decade.

Episode metadata supplied by the publisher feed · Published Nov 13, 2023

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