What the Consumer Duty means for advisory firms
“All in all, Consumer Duty may mean a big upheaval for some firms, but it really shouldn’t be for most … However, there is a need for all firms to assess their approach and make changes if they are needed. When reviewing products and processes, the clients’ interests must be front and centre. Successful delivery of the objectives could mark a significant boost for the industry.”
What the Consumer Duty means for advisory firms (David Ogden)
The client experience
Are your technology options client-friendly? (Michael S. Fischer)
Surviving market volatility for clients in their 20s, 30s, and 40s (Christine Benz)
The advisory profession
The future lies in well-regulated personalised advice (Colin Clarke)
The future looks bright for smaller firms (Scott MacKillop)
Work and business
How can Britain recover from widespread burnout? (Gaby Hinsliff)
The key to client communication during turbulent times (Samantha Russell)
Building your personal brand as a financial adviser (Jon Morgan)
What can you do to create a meaningful experience for clients and prospects? (Julie Littlechild)
CONTENT FOR ADVISERS
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