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08/05/24

Mary Berry has nothing to fear from AI…yet

Have you ever tried to make a cake using AI? I’m guessing not. I try to invite AI to the table wherever possible. This idea was reinforced for me by Ethan Mollick’s excellent CoIntelligence book. Take it from me, the throat scratcher that came out of the oven would not win me a handshake from Paul Hollywood on the Great British Bake-off.

18/10/23

Advice Fee Benchmarking: How do your fees compare to the market average?

NextWealth's analysis reveals the changing landscape, with a decrease in total client costs to 1.75%. Explore the breakdown of advice fees by component and understand why ongoing advice remains a significant part of client expenses. Uncover insights into initial advice fees and the adoption of subscription-based fee structures, offering valuable information to keep your financial strategies competitive and cost-effective.

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