Blog
Advisers <3 Platforms and other news
Over the past few weeks, we have all come to rely even more heavily on technology for our work and to stay connected with friends and family. This reliance has meant that cracks in our technology infrastructure have in some cases become chasms.
Client onboarding & the cost of advice
A debate erupted between Henry Tapper and Rob Reid recently on Twitter, which came down to a stat published by NextWealth: it costs £1,500 to onboard a client. Henry asked "are advisers who charge less than £1,500 behaving irresponsibly?" No, but firms that don't...
Retirement Advice: 41% of advisers use a fixed withdrawal rate
The recent Dear CEO letter to financial advisers has put into acute focus the need to evidence a rigorous approach to portfolio construction and the assessment of safe withdrawal rates for retirees. How successful income drawdown will be for a client depends as much,...
Bigger is better, might makes right, size matters, scale is king
Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing.
The DFM dilemma: Is agent as client putting the risk on advisers?
Heather Hopkins’ article on the ‘The DFM dilemma: Is agent as client putting the risk on advisers?’ has been published in Money Marketing.
FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
