Tim Sargisson: Three ways 2020 changed financial advice

Awareness of advice improving

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Tim Sargisson: "Undoubtedly the winners in 2020 will be those firms who in recent years have invested time and money in technology and have integrated front and back office systems."
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Tim Sargisson: "Undoubtedly the winners in 2020 will be those firms who in recent years have invested time and money in technology and have integrated front and back office systems."

Is 2020 the year to forget? Asks Tim Sargisson. Or, rather, does such a short statement fail to recognise how ‘The Great Reset’, as some are calling the pandemic, will continue to benefit the financial advice community long after this is over? He believes there are three points worth highlighting...

Greater awareness Firstly, the public are more aware of the need for proper financial planning. Ignition House, commissioned by the FCA, has just published their evaluation of RDR and the FAMR. The...

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