More than three quarters are seeking AUA increase
Advisers with defined client segmentation strategies more likely to assess and switch investment providers
Making technology work better
‘Advice firms need good data for regulatory compliance’
Average total costs only falling 4 bps, NextWealth finds
Experiencing time and resource constraints more than larger peers
More consolidation of consolidators predicted
Growing share of advisers charging between 91 and 100bps
Advisers increasingly favour branded and customised platform models