Advised clients want more personal investment communication

Analysis of data from 1,071 advised clients, surveyed by SEI and The Lang Cat, found under 50s felt this more keenly, with 54.9% highlighting the issue.    SEI said the results "underscore an opportunity for the industry to make investment communications more personal, relevant, and actionable". It highlighted that the study came as firms continue to embed Consumer Duty, including its understanding outcome, which it said, placed greater emphasis on communications which help clients understand products and make informed decisions. Almost 40% of those surveyed said they were not clea...