Flexibility a necessity for hybrid advice says NextWealth report
Firms offering hybrid advice need to have flexibility in their target market and fees, according to a new report from NextWealth.
Source: professionaladviser.com
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Hybrid platform to tackle advice gap with automated planning
First Wealth founder Anthony Villis has launched hybrid-advice platform Open Advice to address the advice gap by making financial planning and investments more accessible and remove bias in advice.
Source: professionaladviser.com
Advisers enabled to 'jump in' and help clients during planning process
First Wealth founder Anthony Villis has launched hybrid-advice platform Open Advice to address the advice gap by making financial planning and investments more accessible and remove bias in advice.
Source: professionaladviser.com
Hybrid-advice platform to tackle advice gap with automated planning
First Wealth founder Anthony Villis has launched hybrid-advice platform Open Advice to address the advice gap by making financial planning and investments more accessible and remove bias in advice.
Source: professionaladviser.com