Mass Affluent and Affluent Financial Advice - UK - November 2017
“The financial advice market for mass affluent and affluent consumers is in a healthy position. This is a segment of consumers with above-average need for advice and greater capacity to pay for it. However, it is not without its challenges, with new regulations on the horizon and the ongoing challenge of convincing mass affluent consumers of the positives of robo-advice.”
– Rich Shepherd, Senior Financial Services Research Analyst
This Report looks at the following areas:
Room for improvement in consumer perceptions
Automated advisers need to allay security concerns
Does a focus on individual events raise the value of specialist advice?
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