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EXCLUSIVE: "Banking Without Borders" - Richard Ullenius, CSG in 'The Paytech Magazine'
Richard Ullenius, VP – Global Banking & Financial Services at CSG, tells us how he […]
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
Protection Guru announces new Chief Revenue Officer
Protection Guru is pleased to announce that Niki Cooke, has joined Protection Guru as Chief Revenue Officer. […]
- EXCLUSIVE: “Banking Without Borders” – Richard Ullenius, CSG in ‘The Paytech Magazine’ Read more
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