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Wealth Matters webinar | 18 June 2025
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Learning: Knowledge
At our Wealth Matters webinar, we explored the effect on advice outcomes, when it comes to market volatility due to external factors like trade wars. Markets are under pressure, clients are anxious and you are expected to stay calm, give clear advice and make confident decisions. That’s not easy when volatility, like the turmoil around tariffs, puts pressure on short-term portfolio returns and client behaviour.
We shared how investment platforms, products and professional expertise come together to help you manage client portfolios more effectively and give your clients the confidence they need to stay invested on their journey to success.
We shared how investment platforms, products and professional expertise come together to help you manage client portfolios more effectively and give your clients the confidence they need to stay invested on their journey to success.