Shift Happens
Upfront7 Aug 2024

Shift Happens

What’s shaking up the financial advice sector? Something big according to our guests John O’Mahony and Professor Deen Saunders, the authors of a new report Advice 2030: The Big Shift.

Join financial adviser Emmanuel Asuquo as he chats to John and Deen about the seven megatrends impacting financial advice over the next five years and the choices that every advice business must make now if they want a piece of the enormous opportunity that awaits.

Can you hear that? It’s the big shift, and it’s coming. You’d better get ready.

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Episoder(33)

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Change the Subject

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Is a fear of maths putting people off doing more with their finances? Over half the working population has the numeracy levels of a primary school child, and a third of adults say they actively avoid ...

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Do You Mind?

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Are financial services doing enough to help neurodiverse people? 20% of the population is estimated to be neurodivergent (ND), yet reports show investment firms and financial advisers are falling shor...

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It’s Not Fair

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