Everything between the customer and their money in a fee for service basis means you are being expected to put pressure downstream and you are being evaluated yourself on value add.

How does this impact wholesale service providers ? Increasingly it is becoming clear that the focus for every service provider between investors and their investments has to combine value for the customer combined with how they interact with adjacent players in the eco system. The trend is increasing that the sustainability of every service provider [...]

By | June 20th, 2019|Business Model Considerations|0 Comments

Full circle, stockbroking being the future of the industry

Are we heading full circle back to broader stockbroking based servicing of private clients?

By | June 10th, 2019|Business Model Considerations|0 Comments

What is the regulatory impact of increased consumer involvement ?

We are living in a world where the level of acceptability of servicing of consumers is increasingly being defined by the consumers themselves, which is suggesting more consumer involvement in regulation. Are our systems, processes and those who regulate prepared for this increased involvement, and who may step in if they don't ?