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The value of advice and how it's changing

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Learning: Structured

Tutors:

  • John Porteous, Group Head of Distribution, Charles Stanley
  • Lee Robertson, Co-Founder and Managing Director, Octo Members
  • Tsitsi Mutiti, Investment Manager, Charles Stanley

Learning Objectives:

  1. Understanding how client behaviours and advice is changing
  2. How these changes are affecting intergenerational wealth planning
  3. How advisers might need to adapt to demonstrate value