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Where are we one year on from consumer duty?

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Manage episode 429654099 series 2558907
内容由Damian Fantato提供。所有播客内容(包括剧集、图形和播客描述)均由 Damian Fantato 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Associates.


They look at how consumer duty was an opportunity for advisers to explore what they were offering to clients and look at what they could improve.


They also discuss how consumer duty may change over the next few years with the emergence of technology.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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Artwork
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Manage episode 429654099 series 2558907
内容由Damian Fantato提供。所有播客内容(包括剧集、图形和播客描述)均由 Damian Fantato 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Associates.


They look at how consumer duty was an opportunity for advisers to explore what they were offering to clients and look at what they could improve.


They also discuss how consumer duty may change over the next few years with the emergence of technology.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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