ifa Education Hub Video Series: Redefining the advice practice of tomorrow
The financial advice landscape is undergoing a profound transformation driven by evolving client expectations, rapid technological advancements, and an unprecedented intergenerational wealth transfer. In this dynamic environment, advisers are being challenged not only to future-proof their practices, but to rethink how they deliver value, scale sustainably, and protect what matters most.
The ifa Education Hub Video Series brings together leading voices across the profession to unpack five critical areas shaping the future of advice: real estate private credit, cyber security, managed accounts, outsourcing, and intergenerational wealth transfer.
· Alan Greenstein, chief executive and co-founder of Zagga, explores the rise of real estate private credit and how it’s emerging as a high-demand asset class for financial advisers and family offices alike, offering attractive yields, portfolio stability, and an alternative to traditional fixed income.
· Fraser Jack, founder of The Cyber Collective, delivers a compelling look at cyber security in 2025, outlining the cultural, technological, and regulatory pillars firms must embrace to protect client data in an age of state-sponsored threats and rising digital exposure.
· Kyle Lidbury, chief investment officer at Perpetual Private, discusses the fast-evolving world of managed accounts and how they are delivering efficiency and transparency while allowing advisers to stay agile and client-focused, even as alternative assets and customisation become the norm.
· Brian Jones, chief executive of VA Platinum, walks through a structured framework for strategic outsourcing, showing how advisers can unlock growth, free up capacity, and confidently integrate offshore teams to elevate their client experience and business sustainability.
· Felipe Araujo, chief executive of Generation Life, takes a deep dive into intergenerational wealth transfer, spotlighting the tools, conversations, and planning structures advisers must deploy now to meet the $3.5 trillion opportunity unfolding over the next two decades.
Join us for this essential series designed to empower forward-thinking advisers with the knowledge, tools, and strategies to thrive in 2025 and beyond.
Watch each episode:
