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Amanda Newman Smith
Verified
Features Writer, Money Marketing
London
Beats
Personal Loans
Religion, Politics,
Content
By Amanda Newman Smith Verified| Money Marketing Verified Having awareness of clients in vulnerable circumstances and giving them the support they need are part and parcel of being an adviser, due to regulatory requirements. The Financial Conduct Authority’s recent review found that, although there were many positives — such as firms offering flexible and tailored support to clients in vulnerable circumstances — improvements still needed to be made.
By Amanda Newman Smith Verified| Money Marketing Verified One of the talking points within the financial advice profession is the ‘great wealth transfer’, whereby a huge amount of wealth is starting to pass from older to younger generations. It means advisers increasingly have to cater for clients of different generations, whose expectations may vary greatly. This is perhaps why different strands of the financial services industry are moving — or needing a slight nudge — in seemingly opposite directions.
By Amanda Newman Smith Verified| Money Marketing Verified Having awareness of clients in vulnerable circumstances and giving them the support they need are part and parcel of being an adviser, due to regulatory requirements. The Financial Conduct Authority’s recent review found that, although there were many positives — such as firms offering flexible and tailored support to clients in vulnerable circumstances — improvements still needed to be made.
Company Info
Money Marketing
Money Marketing is a prominent publishing brand in the UK, dedicated to serving financial advisers and professionals in the financial services sector. Established in 1985, it has become a trusted source for news, analysis, and insights, helping advisers navigate regulatory changes and industry developments. The brand provides a variety of services, including comprehensive news coverage, digital and print publications, and events such as conferences and webinars. Money Marketing also publishes research reports and collaborates with organizations like Future Financial Adviser to enhance its influence in the sector. Its primary audience includes independent and tied financial advisers, financial services firms, industry regulators, and aspiring professionals seeking guidance and resources.
Croydon, England, United Kingdom
+44 20 7292 3712
Founded: 1985