The Findings
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In API world - are you going to be an aggregator or a contributor of data? Might this affect your client relationship?
If you aren’t on the front foot, might you be losing control of your customer base?
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Increasing profitability through innovative model portfolio services – the costs and benefits of outsourcing
Winning Advisers, Tilney Hall, 13 October 2015
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Innovation and Regulation: Overcoming the real and imagined barriers in creating a culture of innovation in your business
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Innovation in client services – what advisers can learn from other industries
The Findings - Winning Advisers, 13 October 2015 - Tylney Hall, Hook, Hampshire
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Institutional and retail: is this simply a questions of segmentation
There is increasing overlap between wholesale and institutional clients and sales and distribution teams need to be structured to reflect this. The ways in which asset managers categorise clients is evolving. There is no one clear answer, but increasingly, it depends on the complexity of their needs and overall revenue, scale