Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Released Wednesday, 15th July 2020
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Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Wednesday, 15th July 2020
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Here's a link to the Fidelity research that quantifies time advisers spend with clients: https://www.nextwealth.co.uk/practitioner-insights-on-managing-an-advice-business/
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NextWealth Insights
NextWealth Insights is a podcast on the future of financial advice, fund management, investment platforms and adviser tech. We speak with the most insightful industry executives on the future of business models, product and technology in wealth management. The podcast is hosted by Heather Hopkins, founder and MD of NextWealth, a research and consulting firm helping the industry thrive amid disruption.Join Podchaser to...
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