Client charging structures: Taking a different approach

Adviser charging is a topic that can divide opinion. I'm definitely not here to advocate one fee model over another. It's up to each firm to decide what works best for their clients. But what's interesting to see is how some advisers and planners are starting to differentiate themselves through the way they approach adviser charges and the service being delivered for those charges. It's especially interesting against the backdrop of Consumer Duty, and the emphasis on value for money. On a recent PortfolioMetrix webinar, we heard from Sam Tate from New World Financial Group and Julie B...