Evolving for the future is "vital" to the success of financial planning in the years ahead, according to Keith Churchouse, director and chartered planner at Chapters Financial.
Sharing his thoughts on the Chartered Institute of Securities and Investment's Conference today and yesterday (October 3 & 4), Churchouse said the feeling was that many businesses are "up for the challenge" of developing for future generations of planners and clients.
He told FTAdviser: "The choice of speakers was well diversified, looking at topics such as the use of adviser technology (no single solution was the conclusion), to understanding client wellbeing and really appreciating their path to you as a financial planner.
"Topics also included the real journey to sustainable investing.
"The leaders of each discussion panel have been great in extracting valuable insight from panel delegates.
"The challenge to existing business models is real, and evolving for the future and for future generations is vital to the longevity of financial planning.
"Listening to the ‘Future of Tech’ panel, many businesses are very much up for the challenge."
Churchouse, who is also a Fellow of the Personal Finance Society, added: "From the start, there has been great organisation from the team at CISI at a fabulous Surrey location, with the venue packed with many new and familiar faces."
Keith Churchouse is director of Chapters Financial
