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MODEL BEHAVIOUR

Changes in regulation coupled with a transformation in client expectations and increased use of technology means financial advisers need to review their business model to ensure they have a business that is future fit

If you own a financial adviser business, you will be acutely aware of the transition that is happening globally and the need to adapt your business model in order to thrive in the new environment. Good profitability analysis is key in helping owners make the right decisions for their business.

Times they are a changin’

Financial advisers and business owners in many jurisdictions are facing unprecedented levels of change, both from a regulatory standpoint and from changing client expectations. The increased use of technology and more readily available information is contributing to these changes.

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About International Adviser

As HM Revenue & Customs clamps down on the Qrops transfer market with a 25% tax charge, technical guru Brendan Harper gives his verdict on the latest international pension developments, The Fry Group’s top financial advisers in Singapore and Hong Kong talk about their fee-based approach and Old Mutual International’s Peter Kenny explains their new focus on high net worth clients.
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