Skills of the modern financial adviser: Future proof your role and business

The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice. However, the fundamentals of the role remain unchanged. Based on quantitative and qualitative research, FundsNetwork’s report examines the skills required for today’s successful advisers. How have they changed over the years and what new skills might practitioners need to develop in the future?

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