The most suitable investment solution should depend on the client, not the adviser recommending it. Consistency of advice is of critical importance for any financial advice firm, and what is deemed suitable for the client can differ between advice firms and can even depend on the prevailing mood of a particular adviser. Download our 'Noise' and Investment Advice guide to find out more about eliminating inconsistencies in the financial advice process and how to better meet the suitability needs of investment clients.
In this guide you will discover:
- What is 'noise' in financial advice, and why you should care about it
- The results and findings from an empirical study on 'noise' and investment advice
- What can influence financial advice
- Types of adviser archetypes
How to eliminate inconsistencies and provide more suitable recommendations as part of the financial advice process
Complete the form below to download your copy now.