BWD IN THE KNOW | EPISODE 8

Episode 8: Gillian Hepburn: The Schroders UK Financial Adviser Survey

5 key topics of conversation explored:

• Evolving Role of AI in Financial Advice: "70% of advisors see AI as an opportunity to enhance efficiency and client service”.
• Gillian's ‘A-ha’ Moment on Fees: Despite a perceived pressure on fees, "the number of advisers charging between 0.5% and 0.75% had actually increased".
• Navigating Regulatory Challenges: "49% of advisers citing regulation as a main concern”.
• Wealth Transfer and Engagement Strategies: Despite "63% of advisers being concerned about wealth transfer many lack a proactive strategy to engage with the next generation”.
• Adviser Gender Preferences: Revealing that "76% of women indicate that the gender of their financial adviser is not a priority; what matters most is trust and understanding”.

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