This week on Retail Investors Decoded: Carl is joined by Brian Byrnes, Director of Personal Finance at Moneybox, as the platform approaches its 10-year anniversary with £23 billion in assets and 1.9 million customers.
This episode gets into why traditional pension marketing turns customers off, the Moneybox manifesto that never mentions products by name, and why personalized guidance, not just access, is the sweet spot for retail investing.
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