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Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients
Manage episode 424799373 series 2645166
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.
Tune in now:
160 odcinków
Manage episode 424799373 series 2645166
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.
Tune in now:
160 odcinków
Alla avsnitt
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