Financial Services-An Industry in Transition. Episode 3 - The Institutions

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Financial Services - An Industry in Transition.

Business


Death, taxes and change. These are things that are inevitable and change, in the financial services industry, is happening and accelerating at quite some pace. Currently, in the Financial Advice space, one of the most significant changes is the transition from a product-based environment to an advice-based environment. It only takes one breath to say this but the effects are significant and are going to pose terrific challenges for all role players including the Financial Institutions and Financial Advisors. Combine this with the focus and the regulatory emphasis on suitable, predictable and appropriate client outcomes, the challenges and, dare I say, the opportunities, are mounting up. This Podcast will touch on some of the looming challenges, as I see things, and serve as an early warning for you to take a close look at your businesses to prepare for the changing environment, its challenges and its opportunities. Enjoy the listen  --- Send in a voice message: https://anchor.fm/peter-strydom/message