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Survey of investors reveals changing values and “staggering lack of understanding” about investment

Navigating Financial Services report cover
Photo: WA Comms

Education and communication key for financial services firms that want to succeed, concludes new report.

Values are at least as important as performance in influencing the investment decisions of younger customers, but there is generally “a staggering lack of understanding about where and how consumers’ money is invested”. They are the headline findings in a new report on consumer preferences carried out by communication consultancy

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