SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
Financial Advice
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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AML Group: 75% of investors see ChatGPT providing reliable investment advice in the future
Investor confidence at highest level since study launched in 2020
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Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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We need more advocates for financial advice
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice