Wealth manager Q&A with SJP's Lord: 'Ultimately, this is a people business' | Portfolio Adviser

Interview with Corinne Lord, Senior Investment Specialist at St James's Place

Corinne Lord emphasizes the importance of bridging the advice gap to make seeking advice accessible to everyone, regardless of wealth or age.

Q&A

Q: What's the biggest change you've seen in the industry since you joined?

A: The industry has undergone an encouraging shift, with technology and innovation making investing more accessible to a wider range of people.

Ultimately, this is a people business

While progress has been made, there is still a need to address access, shrinking behavioural timelines, and knowledge gaps, ensuring increased access is paired with responsible guidance and a focus on longer-term outcomes.

Author's summary: Corinne Lord discusses industry changes and the need for accessible advice.

more

Portfolio Adviser Portfolio Adviser — 2025-10-28