This private dinner forms part of our new series with Raymond James, bringing together a select group of senior leaders from independent financial planning firms to explore how adviser expectations of outsourced investment partners are evolving.
The evening will be informed by Beyond MPS: The Evolution of Adviser Expectations, a research programme based on 21 in-depth interviews with advice-firm leaders and a survey of 50 UK advice firms. The research considers how outsourcing has reshaped the adviser’s role, where accountability and governance now sit, and what differentiates providers as portfolios become more comparable.
The final agenda is currently being developed and will be shared shortly. The discussion will explore the questions emerging from the research and test its findings against the experience of the senior leaders around the table.
Clare Frost
Conference and Delegate Relationship Manager
