Round up of recent press coverage
Round up of press coverage featuring the Hymans Robertson Investment Services team
24 Mar 2023
As the Consumer Duty regulation takes effect, the processes and processes which have been meticulously developed by adviser firms will now do the heavy lifting to evidence they are compliant. William Marshall, Chief Investment Officer, shares his expert opinion in this article.
Client communications are crucial to Consumer Duty - Financial Planning Today
William Marshall our Chief Investment Officer, spoke to Financial Planning Today about the importance for advisers to use effective, jargon-free communications with their clients.
Adviser business models could feel impact of consumer duty- FTAdviser
William Marshall, Chief Investment Officer, shares his expert thoughts on how adviser firms can ensure they are ready for Consumer Duty.
Consumer Duty could impact advisers’ business models according to HRIS - IFA Magazine
William Marshall, shares his expert opinion with IFA Magazine on why it's crucial for advisers to assess the potential impact of Consumer Duty on their business model.
'Peace of mind' is key reason for using an adviser - Financial Planning Today
Peace of mind is regarded as a key reason investors seek advice from financial advisers. The Financial Planning Today explored the key findings in our Consumer Report in this article.
Clients divulge key benefits to using a financial adviser - Professional Adviser
What are the main benefits investors see in using a financial advisor? The Professional Adviser covers the key insights of our Consumer Research report in their latest article.
In our recent consumer research, we surveyed over 1000 investors aged 45+ with £300k minimum investable assets to gain insights into their behaviours and attitudes towards investments and financial advice. The report featured in the Professional Paraplanner covering all the key takeaways and how it highlights investors communication needs.
