Download - Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients

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The Money Marketing Podcast

News:Business News

Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients

2024-06-21

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In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.

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