The changing role of the modern financial advisor: Tools and Tips

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  • 01 hr 01 mins 21 secs
The final enlightening webinar in our three-part series introduces IFAs to Passive Investing and looks at the changing role of IFAs. How can passive investing improve financial outcomes for clients? What’s the future for those who don’t embrace innovation and change? We’ll hear from leading IFAs (including Quinton Ralph of Resolute Wealth Management South Africa and Elke Zeki) who have already started including passive in their portfolio strategies and learn from their direct experience. Remember to complete the quiz to earn CPD points!

Channel

CoreShares

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