Hints and tips:
...“The problem with guidance, even if it is ‘targeted’, is that it pushes all the risk and responsibility for investment choice on to the customer,” said Anthony Morrow, chief executive of financial advice...
...Anthony Morrow, co-founder of financial advice group OpenMoney, said that for customers with no other source of financial advice, turning to social media was “like the Wild West of investments”....
...“The vast majority were not performing and that sucked a lot of enthusiasm from the industry,” says Ariella Morrow Tolkin, managing director at Jefferies and head of the bank’s cannabis practice....
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