Advisory thought leaders are starting to flesh out the ways human advisers create value for clients but, warns Tim Sargisson, the sector still has some hard thinking to do
The 10th annual Platforum Conference took place earlier this month, taking as its theme ‘The year of the customer - putting customers at the heart of retail investing'. As one of the panellists, I was asked to debate how we, as an industry, can best develop customer-centric propositions. Our three-question brief was probably too wide and far-reaching for the time available and we only scratched the surface. As such, for those of you who were there and want more - and indeed for those of you who were not there and are interested in the views from this particular panellist - here goes. ...
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