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2023 research Report SUMMARY

HOW CAN THE WEALTH MANAGEMENT INDUSTRY BE MORE ACCESSIBLE TO FEMALE CLIENTS?
WILL GREATER OPENNESS AROUND INHERITANCE RESULT IN BETTER OUTCOMES?
DO ‘FINFLUENCERS’ FILL AN EDUCATIONAL VOID THAT SHOULD BE FILLED BY FINANCIAL FIRMS?
CREATING A CULTURE OF SAVING AND INVESTING – CAN LONG TERM FINANCIAL PLANNING EVER BE TRENDING?