Discretionary MPS

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Client review meeting tips

Our latest Advice Tech stack report reveals that advice firms are spending an average of 105 days per year per adviser preparing for client reviews.

Why consolidation activity will slow

The consolidation trend in the UK financial adviser market is tailing off. The headlines might suggest otherwise, but our hunch is that the pace of new deals is slowing.

Looking to the future: Business models for retail wealth management

APIs, what are they and what do you need to ask providers about them.

White-labelling and the implications for providers