Financial advisers face a rapidly evolving landscape where generative AI, cyber threats and regulatory pressures converge. Vanguard’s six-city adviser tour, led by Gillian Hepburn, Head of UK Adviser Solutions and Sales, identified key emerging needs: integrating AI tools beyond note-taking to measurably improve outcomes and compliance; preparing both data and systems to withstand modern fraud tactics, including voice cloning; and moving Consumer Duty from policy to everyday practice. Regional polling revealed growth, not exit, as advisers’ top goal, while intergenerational client engagement and simplified advice models are gaining traction.

Learning Outcomes

1. Research and implement AI effectively within an advice firm
2. Leverage AI proactively while defending against fraud
3. Utilise tools and resources to prepare for incoming pension and IHT changes

Chapters

• 05:38 AI Adoption and Practical Use Cases
• 19:20 Consumer Duty and Evidencing Outcomes
• 25:00 Intergenerational Wealth Transfer and Simplified Advice