The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what the future of financial advice looks like and what these mean for clients and advisers, we've brought Tristan Scifo and Harry Goldberg, Financial Advisers from Purpose Advisory onto the panel alongside Dr Jeffrey Scott, Head of Advice Strategy at Metlife.
On top of this, we cover the past, present and future of financial advice, and some great insights into how advice can be of use across all ages.
Making up the Nucleus Wealth portion of the panel we have Head of Operations Shelley George, Head of Investments Damien Klassen, and Head of Advice Tim Fuller to dive into the Future of Financial Advice.
(Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one.) If listening, use the webinar slides to see referenced charts here
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