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Suitability and record of advice

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Working Smart

By Lee Rossini

Clients no longer expect financial advice to be built around broad demographic assumptions or standard investment templates. They are seeking advice that reflects their personal ambitions, lifestyle choices, family structures, career paths, and changing attitudes toward work and retirement. Personalisation in financial advice is an expectation of today’s clients.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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