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Financial advisers: riding the rollercoaster

Financial advisers: riding the rollercoaster

Released Thursday, 4th April 2024
Good episode? Give it some love!
Financial advisers: riding the rollercoaster

Financial advisers: riding the rollercoaster

Financial advisers: riding the rollercoaster

Financial advisers: riding the rollercoaster

Thursday, 4th April 2024
Good episode? Give it some love!
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With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial advisers has not been easy. In this special episode, our panel provides the answers to the questions that are front of mind for financial advisers; namely where do they sit in terms of active versus passive investing, model portfolios or multi-asset investing? Traditional versus alternative assets? And what are the key emerging trends in the industry?  

The panel consists of:Richard Romer-Lee, CEO of Square Mile, Connor Sloman, Managing Director, Morningstar, and James Crossley, Head of UK Wholesale at LGIM.

For professional investors only. Capital at risk.

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From The Podcast

LGIM Talks

What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities.We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom.From Trump's tariffs to irrational investors, LGIM Talks dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions.To find out more, visit http://www.lgim.com/uk/en/insights/our-thinking/Legal & General have been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

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