33 - Revolutionise Your Referrals
TRAP: The Real Adviser Podcast
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Implications of Consumer Duty Legislation on Financial Advisory Sector
This chapter delves into the impact of consumer duty legislation on organizations, focusing on the financial advisory sector. The speakers discuss compliance challenges, market reactions, and the questioning of high fees charged by traditional portfolio managers. They also emphasize the importance of transparency, client-focused practices, and proper corporate governance in addressing vulnerable clients and justifying fees.
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