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SIAA 2026 Conference
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Challenges running an advice business
On Demand Presentation

On Demand Presentation

3:25 pm

20 May 2026

Ballroom

Plenary Session 22: Challenges running an advice business

Themes

SIAA 2026

Talk Description
Running an advice business faces major hurdles in regulatory compliance, talent acquisition/retention, client trust/acquisition, tech adaptation, and profitability due to rising costs and market perception issues. Key challenges include complex compliance, attracting skilled advisers, demonstrating value beyond fees, managing growth efficiently, and overcoming public scepticism fuelled by the failures of Shield and First Guardian. How can the leaders of firms navigate this complex maze? 

Speakers