Tuesday 09 February 2021

The pandemic generates a new set of questions:What are the key drivers and inhibitors for change at a firm? Has the bond between client and existing adviser been strengthened by the pandemic, leaving crumbs for new entrants? Will the type of AI-based technologies that can re-shape a landscape still emerge in the future? Will client relationships and efficiencies in delivering client services remain the top priority? Discuss with your peers.