INSIGHTS: Financial planning recommendations from trusted networks are highly valued

Published by EY-Seren

Financial planning remains a complex and confusing process for many mass affluent customers. Many are active in researching products and services and seek professional advice. However, our research shows that personal networks play a large role in the customers’ decision-making process, with 73% turning to their family and friends for advice and recommendations.

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INSIGHTS: Affluent families have little time to make financial decisions

Published by EY-Seren

Our research shows that a lack of time is a critical factor in explaining low engagement with financial planning. Many mass affluent investors have dependants and full time working commitments, and so often they delay engaging with their financial planning. Read on to find out how to help busy, affluent families plan for their financial future…

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INSIGHTS: The future financial well-being of the mass affluent market

Published by EY-Seren

From customer advocacy as a tool to engage new customers, to retaining the existing ones with digital solutions strategically tailored to their needs, we have delved into the world of wealth and asset management from the customer perspective. Read our new report now to help your customers better engage with their financial planning, and safeguard their financial well-being...

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