Jonathan Hassell explores how advisers can best meet the accessibility needs of vulnerable customers
From email campaigns and online advertising, through to social media content and artificial intelligence-powered chatbots, digital channels are now key to financial advisers' communications strategies. However, financial advice is also one of the most regulated industries, particularly when it comes to marketing and communications. For example, the Financial Conduct Authority has specific guidance on the use of memes, reels and gaming streams in the promotion of financial products, including stringent rules for influencers. In addition, ensuring compliance with the FCA's Consumer ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes




