Simplified advice: How simple should your new model be?

Near the top of the strategic priority list for many wealth firms is how to attract the next generation of clients. In particular, how can you harness technology to offer a less onerous on-boarding experience, at least for those clients with less complex needs? And should you be taking advantage of the Financial Conduct Authority's (FCA) enthusiasm for fostering innovative, technology-driven distribution models for retail investments? Perhaps you have been deterred by the perceived risks? In my view, the risks (both to you and to your clients) can be minimised by following a few ba...