The Findings
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Let’s have a look at the next generation investment platforms.
What do we think the end-to-end experience is going to look like?
15 October 2019
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Walking the tightrope of demonstrating value while maximising profitability – session 1
ADVISER FIRM REVENUES ARE GROWING - IS THERE A THREAT TO THIS?
15 October 2019
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Walking the tightrope of demonstrating value while maximizing profits – Session 2
Never been a better time to be an advisory firm
15 October 2019
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Walking the tightrope of demonstrating value while maximizing profits – Session 3
For the last 10 years, adviser fees have gone up across the board
15 October 2019
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Where next for retirement planning? (Sessions 2 and 3)
The two meetings addressed Thucydides’ question “The secret to happiness is freedom, isn’t it”
15 October 2019