Month: July 2021

Key Factors To Success

  I was delighted to see a report from Praemium / Business Health outlining the 7 key metrics for wealth practice success, them being: Revenue per Client Clients Per Adviser Salaries as % of Revenue Support Staff Per Adviser Client Satisfaction Ratings Practice Profitability Rent as % of Revenue Here is how Financial Simplicity helps firms improve…
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Why The Growth In Portfolios of Listed Investments is Accelerating

I get asked a lot by fund managers whether they ‘should’ be having listed versions of their funds, and often offer the same commentary in response, that of – it depends on what you are trying to achieve. My observations are that increasingly a growing segment of consumers and their advisers are seeking to get…
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