Editor's pick
The accidental advice gap – and what to do about it
In the wake of Consumer Duty, the accidental advice gap is growing ever wider, largely due to the challenge of offering fair value to lower-value clients.
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The accidental advice gap – and what to do about it
In the wake of Consumer Duty, the accidental advice gap is growing ever wider, largely due to the challenge of offering fair value to lower-value clients.
The FCA’s plans to bridge the advice gap
Targeted support will be one of a range of services aimed at getting financial support to more people. Communication of the different levels of service will be key.
The value of advice: Hiding in plain sight
Consumers and would-be clients don’t know what they don’t know. Yet those who’ve experienced advice know its true value.
Jo Wall is the founder of Joyful Wealth, a financial planning business built with a distinct purpose: to provide financial support to those traditionally excluded by wealth management’s asset thresholds.
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