Lee Coates on Muck Rack

Lee Coates

Manchester
As seen in: Female First, Film Threat, Money Marketing, Professional Adviser, The Yorkshire Times, Lancashire Times, FourFourTweet, North East Post, Cumbria Times
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Articles

In Accord: The next advice risk isn’t suitability, it’s client expectations

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By Lee Coates, Elly Dowding
| Money Marketing Verified
For decades, financial advice has focused on one central objective: delivering suitable recommendations. Risk tolerance, objectives, capacity for loss, investment time horizons and robust research processes have formed the foundation of good advice. And rightly so. But a new challenge is emerging.
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ESG Accord: When vulnerability hides in the advice process

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By Elly Dowding, Lee Coates
| Money Marketing Verified
The Consumer Duty has pushed vulnerability firmly into the operational heart of advice firms. Most advisers now recognise that identifying vulnerable clients is not simply about spotting life events such as bereavement, illness or financial distress. The regulatory conversation has moved on. Firms are expected to understand resilience, anticipate foreseeable harm and demonstrate that the support they provide leads to good outcomes.
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ESG Accord: What’s COP got to do with financial advice?

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By Elly Dowding, Lee Coates
| Money Marketing Verified
In our latest Accord Talks podcast, we discuss the COP30 climate conference in Belém, Brazil, starting today (10 November). It is likely to dominate headlines – but beyond the political theatre and photo ops, what does it actually mean for financial advisers? The answer: more than you might think. Over the years, the UN Climate Change Conferences of the Parties (COP) have become a cornerstone of international climate policy.
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