Abraham Okusanya: Rebuilding the adviser tech stack

The why and the how

clock • 4 min read
Abraham Okusanya: "My own conversation with more than 50 firms in the past year alone, suggests a typical small financial planning firm would spend around £10,000 a year per adviser in advice technology."
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Abraham Okusanya: "My own conversation with more than 50 firms in the past year alone, suggests a typical small financial planning firm would spend around £10,000 a year per adviser in advice technology."

Abraham Okusanya

I have spent a lot of time in the past few months thinking and talking about the sorry state of the adviser technology landscape. According to a report by NextWealth/PFS, 42% of solo advisers spend...

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