State of the Financial Advisory Business with Ryan Shanks
30 October 2020
State of the Financial Advisory Business
With over 20 years of experience recruiting in financial services Ryan has a unique perspective of how things have changed in the industry and for the profession of financial advice. Sitting in between the advisor and the firms that employ them, he has seen the rise of the independent advisor, new trends in business models such as subscription services, and how a new generation of advisors are approaching the business. These trends provide the context for our discussion around the state of the industry including challenges attracting and training new advisors, diversity, and what advisors and firms alike can do to be better matches for one another.
Trend or Fad
Listen for Ryan’s take on podcasting, wellness sabbaticals, and video gaming.
Important Disclosure
This is a marketing communication for professional investors only. Please refer to the UCITS prospectus and to the Key Investor Information Document (KIID) before making any final investment decisions.
This is a marketing communication for professional investors only. Please refer to the UCITS prospectus and to the Key Investor Information Document (KIID) before making any final investment decisions. This information originates from VanEck Securities UK Limited (FRN: 1002854), an Appointed Representative of Sturgeon Ventures LLP (FRN: 452811), who is authorised and regulated by the Financial Conduct Authority in the UK. The information is intended only to provide general and preliminary information to FCA regulated firms such as Independent Financial Advisors (IFAs) and Wealth Managers. Retail clients should not rely on any of the information provided and should seek assistance from an IFA for all investment guidance and advice. VanEck Securities UK Limited and its associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.
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