For the entire history of the industry, professional and tailored financial advice was the reserve predominantly of those who actually needed it least. That’s because of the time, expertise, confidence and – above all – the resources and budget required to make such an investment pay off. Increasingly, though, those relying and benefitting from direct financial advice are not just big or powerful businesses or investors, but also small and medium-sized enterprises (SMEs). The latest phenomenon, meanwhile, is the involvement of the so-called ‘mum and dad’ investor, incorporating any small-scale,…
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