Removing regulators burdens and improving access to financial advice could prevent investors from making poor financial decisions amid mounting market uncertainty, according to the direct CEO of a major asset manager.
With speculation mounting over the future of Statements of Advice, the fundamental focus won’t shift – advisers must prioritise clear advice strategies.
The Quality of Advice Review s recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients.
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.