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. Consolidators continued to...
Financial Adviser Market Trends UK
**An update of this post is available here with 2019 data** Today the FCA has published a data bulletin with trends and data on the financial adviser market. Headline findings: There are more advisers but fewer financial advice firms. There are more big firms but we...
The big keep getting bigger, or do they?
Last week we published research for Fidelity FundsNetwork on the top business challenges facing advisers and the findings gave us pause to think about the increasing complexity of running a financial advice business. Will all of this complexity lead to further...
NextWealth December Newsletter
Communities have the power to inspire new thinking and create change. As part of our effort to bring together thinkers and leaders in financial services, we built out the agenda for the first NextWealth Live conference, taking place on 26 March 2019 at the Royal...
Financial Adviser Market Trends
Below are some trends and data on the financial adviser market based on today’s FCA Data Bulletin. The data bulletins can be a rich source of data and insight on how the adviser market is evolving. This year’s bulletin confirms what we already know...FOLLOW US
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