56 - Full Fit Financial Planning
TRAP: The Real Adviser Podcast
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Navigating Financial Fees and Regulatory Changes
This chapter explores the intricate landscape of financial planning fees associated with managed portfolios, highlighting concerns over high costs and their impact on clients' investment returns. The discussion emphasizes the need for transparency and education in the advisory industry amidst emerging regulatory pressures and the recent emphasis on compliance in the UK. It further underscores the importance of advisor wellness and the industry's evolution, referencing an upcoming major financial planning conference.
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