The state of the nation – RDR + 6 months

Presented by

Derek Bradley, Panacea Adviser, Martin Grimwood, GfK & Peter Welch, Touchstone Financial Analytics

About this talk

How is your practice performing in the new world? How is your business performing compared with other similar adviser firms? How do you define success post RDR? Initial results in from our recent RDR survey reveals a lot has changed to adviser business plans in the last 6 months. In this webcast, Martin Grimwood, Director at specialist research agency GfK will provide an overview of the latest business trends and what clients themselves think and feel about paying for advice. Following on from that we will hear from Peter Welch, Intermediary Director at Touchstone Financial Analytics, who will talk about the data and insights available to adviser firms as they adapt to the new charging environment. Gathering insights on your performance and benchmarking your business have never been more important so join the debate.

Related topics:

More from this channel

Upcoming talks (5)
On-demand talks (95)
Subscribers (4611)
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners. This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts and those that can help advisers with their day-to-day business. The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.