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Six Megatrends Impacting Financial Advisers & Clients

Morningstar Investment Management’s U.K. multi-asset fund range marked its first year anniversary in late 2021, highlighting the group’s commitment to providing high-quality solutions to financial advisers. Advisers are operating amidst a dramatically shifting backdrop, and we’ve identified 6 megatrends impacting the financial adviser industry the big move to outsourced investment management which advisers should be aware of.

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What's Inside

  • How the industry is being forced to adapt
  • The importance of scaling the adviser practice
  • What to look for when outsourcing to a multi-asset solution

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