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

Start meaningful client conversations by asking one simple question (Meghaan Lurtz)

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

Where to start when building public trust in the advice profession (Jane Matthews)

The future lies in well-regulated personalised advice (Colin Clarke)

The future looks bright for smaller firms (Scott MacKillop)

Work and business

Managing your energy, instead of managing your time (Khe Hy)

Why employers are on the lookout for “emotional intelligence” (Joanna York)

How can Britain recover from widespread burnout? (Gaby Hinsliff)

Adviser marketing

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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