The Findings
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Is fixed Income a broken asset class? What should investors do and what opportunities does this create?
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Is good advice compliant advice? Proof of suitability is now obligatory – so how do you ensure that you have the evidence?
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Is human service becoming the luxury end of the market?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
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Is it time to change the way we segment our customers?
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Is it time to help the Millennials and the following generations both understand and benefit from financial services?