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.

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Client onboarding & the cost of advice

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...

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