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There is a worrying stereotype attached to the financial advice sector: it is interested only in clients who have accumulated a large amount of wealth — so it can easily acquire assets under management. This translates to a tendency to serve clients who are old, who have paid off their mortgage and who have a defined
Good morning and welcome to your Morning Briefing for Wednesday 29 June, 2022. To get this in your inbox every morning click here. Protection Duty Here at Money Marketing we have endeavored to raise the profile of protection. The Consumer Duty applies to adviser firms of all sizes and we have been looking at how it
There is a stereotype about the financial advice sector: it is only interested in clients who have accumulated a large degree of wealth so it can acquire assets under management easily.
Advisers are not sufficiently broadening their service to the younger demographic, with just a quarter seeking new clients under 35, according to the findings of St. James’s Place’s (SJP) latest report.
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