The Findings
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Preparing for growth: What can we learn from global high growth advisory firms?
The Advisor Benchmark study aims to understand global best practices in financial advice around the world, to help firms deliver better services and outcomes for clients. Leveraging data from the 2018 Benchmark study of over 1,300 advisory firms, this session discussed findings that relate to the characteristics of higher growth firms, relative to their lower growth peers.
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Preparing for MIFID II and SMCR and monitoring the radar for future regulatory impacts
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Proof of suitability is now obligatory – how do you ensure that you have the evidence?
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QUANTIFYING THE INTANGIBLE – COMMUNICATING AND CHARGING THE RIGHT FEE?
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QUANTIFYING THE INTANGIBLE – COMMUNICATING YOUR TRUE VALUE AND CHARGING FOR IT