Month: September 2021

Advisers have ‘box seat’ to add value

A  Money Management  article reporting on creating additional value for clients and lowering advice costs for financial advisers through managing their clients’ investments mentions Financial Simplicity’s chief executive Stuart Holdsworth. Stuart says “This approach reduces the amount of external functions and external costs ultimately so advisers can engage with their clients more with them taking…
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The Future Direction of Private Wealth is Here. What is Holding You Back?

There’s growing acceptance that the future of the private wealth industry will involve servicing each and every client on a more personalised basis, adjusting investment portfolios not only to the firm’s investment thesis but to the preferences and constraints of clients. The days of ‘one size fit all’ in terms of private wealth investment propositions…
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