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...NextWealth Christmas Drinks in Pictures
Last night we hosted our first annual Christmas Drinks – thank you to all those who came to raise a glass with us. At NextWealth we believe in fostering a sense of community in our industry. We regularly organise roundtables, breakfasts and dinners to bring our...FOLLOW US
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