The Future of Advice?
Panacea survey for Financial Advisers & Paraplanners
30 May 2019
With so many regulatory changes in recent times and more to come, the rise of new technologies and Baby Boomers continuing to age, it seems that we are looking at a number of disruptions to the status quo.
We are therefore asking you to share insights and opinions on what you believe the future holds for the next generation of financial advisers.
We would greatly appreciate if you could take some time to share your views so we can publish a full, comprehensive report and establish any common themes.
There are only five questions so it shouldn’t take too long (depending on how much you have to say of course!).
You can complete this using the anonymous route but it would be really useful and help the credibility and integrity of this research, if you could also include your name & company so we can include this in the report too.
Thank you in advance for your input.
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