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Client review meeting tips
Our latest Advice Tech stack report reveals that advice firms are spending an average of 105 days per year per adviser preparing for client reviews.
Why consolidation activity will slow
The consolidation trend in the UK financial adviser market is tailing off. The headlines might suggest otherwise, but our hunch is that the pace of new deals is slowing.
Third party platforms cost clients less
The average fee paid by a client for the platform is lowest for advisers that are using a fully outsourced platform, our latest research discovers.