The Great Wealth Transfer: A risk to wealth managers, but also an opportunity

Description

This “Great Wealth Transfer” represents a huge shift – naturally it brings opportunities and challenges, both for investors and for financial advisers.  In the case of the latter, research has shown that (a) 70% of women leave their financial adviser following the death of a spouse and (b) 87% of children intend to fire their parents’ financial adviser after they receive an inheritance. For advisers with a weighting towards older clients in their bank, we can see the risk to business sustainability.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

 

Content

  • An analysis of the backdrop

  • A discussion of the specific challenges for those involved

  • A call to action: Practical ways that advisers can (a) help their clients through, and (b) build a practice which remains a sustainable business as this generational shift occurs

 

Presenters

Warwick Bloore

Senior Specialist, Advisory Research Centre at Vanguard
Warwick Bloore 

Warwick Bloore, FPFS, is a Senior Specialist for Vanguard’s Financial Advisor Services business. His role includes the research of practice management topics as well as financial planning and investment strategies that advisers and intermediaries can use to help maximise the value they add to their clients. He has worked in the advice industry since 2007, including 12 years as an adviser, advising private individuals and corporates, both in the UK and abroad. His areas of expertise include practice management, portfolio construction, tax planning, retirement planning, estate planning and protection. Warwick holds an M.A. in economics from Cambridge University. He is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society. 

 

Matt Argent

Business Development Manager at Vanguard
Matt Argent 

At Vanguard, Matt has direct responsibility for building and maintaining relationships with the major market influencers including Rating Agencies, Investment Consultants, Risk Profilers, Research Houses, Service Providers, Data Vendors and Trade Bodies. He has over 25 years' experience in the financial services industry. Matt previously worked at M&G Investments where he was responsible for initiating and developing key relationships with high profile adviser firms across the UK.  Matt holds the IMC, the Diploma in Financial Planning as well as a BA Hons degree in History & Political Studies from Middlesex University.