In this week’s PA Asks, we want to hear from you on clients in vulnerable circumstances, emoji use, thematic ETFs and who your ideal celebrity client would be.
At PA360 earlier this month (1 May), the Financial Conduct Authority (FCA) head of advisers, wealth and pensions Nick Hulme pointed to vulnerability as a "key test" as to whether financial planners are hitting the Consumer Duty mark with clients. How well do you feel you understand the FCA's expectations on customers in vulnerable circumstances? Take part in the weekly poll here Also in PA Asks this week, do you ever use emojis when communicating with clients? What proportion of your clients have expressed an interest in thematic ETFs? Plus, which celebrity would you most like to...
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