10min chapter

Shape of advice cover image

Matt Lawler and Darren Whereat

Shape of advice

CHAPTER

Navigating the Future of Financial Advice

This chapter explores the evolving landscape of the financial advice profession, focusing on new types of qualified advisors and their impact on accessibility. The discussion emphasizes the importance of high educational standards, clear definitions of advice, and a unified voice to effectively influence policy and address the changing needs of clients.

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