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I was surprised to see 81% of advisers continue to follow the percentage charging model. Surely, the drop in fund values means a consequent fall in income. And how many firms can afford that?
Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.
Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.
Challenger bank Monzo has started recruiting for a general manager (GM) of investments, to build and run its new investments and wealth business.
Advisers are increasingly time poor, but are they missing in the trick by not using adviser technology to its fullest potential for the heavy lifting?