Targeting – it’s a concept fraught with negative connotations. No one wants to be seen as ‘the product’, and for good reason – no one wants to be manipulated. It’s why years ago XY took a clear stance on the XY/advisers/product relationship. Advisers are free to talk about anything, and product providers can work with us to create valuable content.
We tapped our data team on the shoulder first week back at work this year to pull together our growth story for 2021. Looking at everything in one place brings back a big year, and we plan to continue this trajectory heading into 2022. Financial advice is too important to not get right, and we plan on ensuring the growth of this profession across the world for some time to come.