Another Insightful INN8 Webinar

How do you, as a wealth manager, stay on the cusp of the latest innovations and trends in your industry? How do you make sure that you are offering your clients the very best, personalised, service?

Your world as an adviser is increasingly being influenced by technological advancements, regulatory shifts, and changing client expectations. What can you learn from global developments and pioneers in the industry to help you navigate this complex context?

We kick off the year with host Georgina Smith and guest Evan Baars, partner at global advisory and intermediary firm, NMG, to explore the findings of NMG’s latest survey on trends in wealth management.

Learning outcomes include:

The rapidly evolving landscape of global wealth management is increasingly influenced by technological advancements, regulatory shifts, and changing client expectations.

Global advisory and intermediary firm, NMG, has studied the latest trends in wealth management to share insights and help advisers to understand and navigate complex industry developments.

NMG’s Trends in Wealth Management is a webinar that dissects the multifaceted aspects of modern wealth management through the lens of NMG's recent study on global trends.

Attendees can join the conversation that will focus on the importance of effective succession planning in any financial advice practice. It will also explore the integration of artificial intelligence and tech stacks, examining how these tools can enhance efficiency and client engagement in the everyday business of wealth management. The speakers will also dive into the detail around the new Consumer Duty rules published by the Financial Conduct Authority in the UK in July 2023; understanding the heightened expectations and responsibilities in today's client-advisor relationship and how these rules could influence financial services regulation in different global jurisdictions – including South Africa.

A significant part of the webinar will be dedicated to uncovering the pressing issues that keep advisers awake at night, offering solutions and strategies to mitigate these challenges.

Learning outcomes:

• Gain insight into the latest trends in global wealth management and understand their implications for your practice.
• Develop strategies for effective succession planning to ensure long-term client relationships and business continuity.
• Learn how to integrate AI and technology stacks into your wealth management practice to enhance efficiency and client engagement.
• Understand the evolution of Consumer Duty and how to pro-actively implement measures in your practice.
• Identify the key challenges facing advisers today and explore actionable strategies to address these issues, thereby improving your practice's resilience and client satisfaction.