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UK Back-Office Systems and the Future of Financial Advice
According to our most recent research, "Delivering Operational Leverage." The expected shift is expected to change the ratio of planners/advisers to clients from 1:94 to 1:250, as well as the ratio of fee earners to non-fee earners from 1:1 to 4:1. Improved efficiency through streamlined advising processes, improved proposals, and a movement in large financial advice businesses' culture towards revenue development are the main reasons behind this change.
When it comes to advice tech, a stitch in time saves nine
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