FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Aggregator of platform data'
69 firms applied, 24 accepted
At heart, robo-advice is still just a website
Follows takeover of Axa's Elevate
New clients and markets, lower costs, improved control
City Banquet speech
Management fee of 0.5% pa
'Interest secured' from 200-plus firms
Will become an annual event
Dynamic Planner fully integrated into back-office