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Client onboarding & the cost of advice

Client onboarding & the cost of advice

by NextWealth | Mar 9, 2020 | Customer Expectation, Financial Advice, Uncategorized

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

by NextWealth | Dec 12, 2018 | NextWealth News, Uncategorized

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...

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