Consumer dutyMar 1 2024

Advisers tend to dismiss vulnerability if client is wealthy

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Advisers tend to dismiss vulnerability if client is wealthy — The vulnerability of more affluent clients “doesn’t seem to be an issue” for some advisers (Photo: Pixabay/Pexels)

Tom Dunstan

Some advisers often dismiss the concept of vulnerability if the client is wealthy, according to Jane Wilson, director of regulatory risk consulting at KPMG.

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Advisers tend to dismiss vulnerability if client is wealthy

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