July CPD Event -" Advantage of Advice" A presentation by Angie Staunton APFS Business Development Manager, Vanguard Asset Management - Tuesday 23 July 2019
The Advice Value Proposition is changing and so are client expectations! Driven by regulatory and technological pressure, fees are under the spotlight.
Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice.
Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Advantage of Advice”.
Learning points:
- What do UK investors value in an adviser-client relationship?
- How important is trust?
- Is there a gap between what investors want and what advisers deliver?
- How much of a threat is Robo-advice?
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.