Chloe Hewson’s Post

🔄 Turning Full Circle back to the 1980s in Financial Services? A Reflection on the Evolution of Advisory Roles 🔄 In the dynamic landscape of UK financial services, we stand at a pivotal junction that prompts us to question: Are we witnessing a full-circle moment, reminiscent of the 1980s, where manufacturers once dominated the distribution landscape? The evolution of financial advisers, increasingly embodying roles akin to manufacturers through technology and centralised investment propositions, has blurred traditional boundaries. Our latest blog post delves into this transformative journey, exploring the diminishing need for traditional adviser platforms and the implications for consumer choice and independence in financial advice. As we navigate this shift, the significance of impartial, non-conflicted guidance has never been more paramount. 🔍 Key Insights: The transition of financial advisers beyond traditional platforms to direct engagement with clients as platform service providers. The inadvertent shift towards manufacturing roles by advisers, challenging the concepts of choice and true independence. The critical role of impartial guides in a landscape where consumer choices may be narrowing. As we reflect on these developments, it's crucial to consider the broader implications for the industry and the consumers it serves. Are we indeed turning full circle, and what does this mean for the future of financial advice? 📖 Read the full article here: https://bit.ly/49bTLzM I welcome your thoughts and insights on this evolving narrative. Are we better positioned today to serve the interests of consumers, or do these changes pose new challenges that we must address? #FinancialServices #FinancialAdvisory #FinancialPlanning #ConsumerChoice #IndustryInsight

Our partner Shaun O`Shea is looking forward to speaking at The Wealth Summit in the RDS on 15 May. This summit caters to business owners of all levels, spanning from start-ups to scale-ups to those ready to exit. For more details, see the link below. #thewealthsummit #corporatefinance #corporatelaw #legal #beauchampslaw

The introduction of the Consumer Duty has sparked a major shift in the UK financial sector, urging organizations to pivot from merely ticking boxes to embedding consumer-centric practices into their core operations. Join Martyn Saville, Consumer Duty Delivery Team Manager at the Financial Conduct Authority, Kieran Maplesden, Managing Director and Consumer Duty SME at FourthLine, and Protecht's Managing Director Gary Lynam as they discuss the key priority areas in the Consumer Duty space over the coming months. Register now: https://hubs.ly/Q02yzdqn0 #FCA #complaince #complaincemanagement #riskmanagement

The global trust and corporate services market shows remarkable resilience and growth potential, despite the challenges of an ever-changing financial landscape. Read our outlook for 2024 and beyond, prepared by Victus Search Director Christopher Costi: https://lnkd.in/eqfemwp5 #TrustServices #CorporateServices #MarketOutlook

At RSM we are able to provide #IndependentReviews, in accordance with the Companies Act, No. 71 of 2008, for shareholders, financial institutions and other key stakeholders. This provides an objective assessment given by an unbiased and skilled professional of the organisation’s financial position. More insights shared here: https://bit.ly/4bnEyxU #Auditseason #FinancialYearend

Many people assume financial advice is only essential during tough times, but experts argue it's just as valuable in rising markets. Proactive financial strategies can help clients maximise opportunities, stay on track with their goals, and navigate complexities with confidence. Discover how advisers play a key role, no matter the market conditions. How are you ensuring your financial strategies are robust for all market conditions? Book a time with me, https://lnkd.in/ganA6as6 to discuss how Cooee Wealth Partners can provide support through every market phase. Read more in the latest opinion piece from IFA: https://lnkd.in/gA2G55p7 #FinancialAdvice #MarketTrends #WealthManagement #InvestmentStrategy #FinancialPlanning

Join Adam Scarrott, Director of Issuing & Acceptance at UK Finance, speaking on the "Regulatory Frameworks: What Lies Ahead in 2024 and Beyond," at The 3rd Financial Innovation Forum - Payments & Regtech, on 19 September 2024 at the Sheraton Grand Park Lane- in Mayfair, London, United Kingdom. Key Discussion Topics Include: » Promoting regulatory cooperation and convergence » Encouraging harmonisation of regulatory standards across jurisdictions to facilitate cross-border payments and financial innovation » Updating regulatory frameworks to address emerging technologies and risks Don't miss this opportunity to gain insights from over 40 visionary leaders who are at the forefront of the Payments and Regtech industry. Book now to enjoy a 10% discount before it expires! Contact us at info@qubevents.com to claim the discount! To register and access the agenda: https://bit.ly/3xgoTk8 For more information on registration, please contact info@qubevents.com #qubevents #UKFinance #financialinnovation #Payments #RegTech #LondonEvents #FutureofFinance #Networking #RegisterNow #JoinUs #UK #Innovation #conferences #cfo #ceo #leaders #financialservices #finance #fintech #forum #sponsor #meeting

Join Adam Scarrott, Director of Issuing & Acceptance at UK Finance, speaking on the "Regulatory Frameworks: What Lies Ahead in 2024 and Beyond," at The 3rd Financial Innovation Forum - Payments & Regtech, on 19 September 2024 at the Sheraton Grand Park Lane- in Mayfair, London, United Kingdom. Key Discussion Topics Include: » Promoting regulatory cooperation and convergence » Encouraging harmonisation of regulatory standards across jurisdictions to facilitate cross-border payments and financial innovation » Updating regulatory frameworks to address emerging technologies and risks Don't miss this opportunity to gain insights from over 40 visionary leaders who are at the forefront of the Payments and Regtech industry. Book now to enjoy a 10% discount before it expires! Contact us at info@qubevents.com to claim the discount! To register and access the agenda: https://bit.ly/3xgoTk8 For more information on registration, please contact info@qubevents.com #qubevents #UKFinance #financialinnovation #Payments #RegTech #LondonEvents #FutureofFinance #Networking #RegisterNow #JoinUs #UK #Innovation #conferences #cfo #ceo #leaders #financialservices #finance #fintech #forum #sponsor #meeting

My Financial Services colleagues Badri Sridhar, David King and Troy Kubes, and James Condon from our Digital & Insights team, look forward to connecting with American Financial Services Association members during their upcoming annual meeting. In particular, Badri and James will share insights on the practical implications of a new poll among members and dive into the evolving compliance and regulatory changes for the financial services industry and ways to navigate them effectively. #FinancialServices

Glad to announce that I'll be taking the stage as the speaker in London today at etc.venues 155 Bishopsgate at the Personal Finance Society Conference. Join me for an insightful session on "Late Life Planning Conundrums," where we'll delve into crucial topics such as: 🔵 Understanding how financial planning businesses are valued 🔵 Appreciating which business efficiencies will enhance value 🔵 Why access to quality data is key and how technology plays a crucial role 🔵 Knowing what aspects to focus on for a successful exit 🔵 Gaining insights into what actions make a positive difference to business valuations This signifies the start of the inaugural #series in the reimagined #PFSXCHANGE, with three more captivating events on the horizon. To secure your spot for the next event, register here 🔗https://lnkd.in/e78-NPiY or connect with me directly. Looking forward to an engaging and insightful session! #pfsxchange #speakerannouncement #financialplanning #conferenceexpertise #CatalystPartners John Chapman Andy Cumming Martyn Laverick