There is a common preconception about what a client looks like. Before I joined Money Marketing, my impression was that they were white, late middle-aged multimillionaires primarily men. Of course, a large number of clients still are, but the landscape is evolving. So what does the future look like?
Institute for Financial Wellbeing (IFW) founder and chair Chris Budd has stepped down from the position and will be replaced by current vice-chair Ruth Sturkey..