Season 1: Episode 38
Duration: 50 minutes
Financial advice is entering yet another period of significant change. New technologies are emerging, regulation continues to evolve, and adviser firms are growing larger through consolidation, all while client expectations continue to shift.
In this episode of the Transact Platform Podcast, Tom Dunbar, Transact's CEO, sits down with Abraham Okusanya, CEO of Timeline, to discuss the trends reshaping the profession and what advisers should be paying attention to as the industry evolves.
Together they explore:
• whether AI will transform the adviser value proposition or create a new source of competition
• how consolidation is changing the advice landscape and its impact on clients
• why pension tax reforms may create some of the biggest planning opportunities in recent years
• what's driving the continued rise of MPS and where the market could be heading next
• the evolution of platforms and the treatment of cash interest.
From technology and regulation to investment solutions and client outcomes, this episode offers a thought-provoking look at the trends, challenges and opportunities shaping the future of financial advice.
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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.