by NextWealth | Oct 8, 2020 | Customer Expectation, Financial Advice
I have drafted the following submission for the FCA Consumer Investment Market call for input. Before I submit it, I thought I’d share it here to gather further input. I’d recommend you make your own entry, here. Make consumer financial data accessible...
by NextWealth | Mar 9, 2020 | Customer Expectation, Financial 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...
by Heather Hopkins | Sep 12, 2018 | Customer Expectation, Financial Advice, Platforms
In my latest column for City Wire’s New Model Adviser, I argue that the terms primary, secondary and tertiary are no longer relevant when it comes to thinking about they ways in which advisers approach platform use. These terms have been used by platform...
by NextWealth | Jan 4, 2018 | Customer Expectation, Robo Advice
The title of this blog may be accused of clickbait but it underlines an important point: How will financial institutions engage with a new generation that takes the web, apps and algos for granted? Will financial advisors be swiped away to the left, like a spurned...