Single out what clients actually want and only charge for that, rather than 'pandering to the wealthy' with expensive packaged bank account-style add-ons, an advice firm has said, as it launched its 'manifesto' for the coming years.
Simplified advice firm Wealth Horizon suggested advisers should not work to set fees but adapt their costs according to the service they provide. Offering advice "in the same way as packaged bank accounts"...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till