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Podcast: Why the future is broader than ‘full fat’ advice and wealthy clients

June 21, 2024
in Retirement
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Podcast: Why the future is broader than ‘full fat’ advice and wealthy clients



In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.

Tune in now:



Editorial Team

Editorial Team

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