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Platforum: The truth behind what clients will pay for advice

One of the biggest opportunities for advisers is offering retirement advice. But many advisers have found it difficult to profitably offer advice to any but the wealthiest of clients. New research from Platforum reveals investors are willing to pay an average of £800 as a one-off fee for advice when faced with a major financial […]

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What does £80k’s worth of advice look like?

Debates about adviser charging have been raging for as long as I can remember. Questions about contingent charging, percentage-based fees, fixed fees and the rest have long been par for the course ever since charges disclosure became mandatory under the RDR. There has been much said on the subject of what clients will pay for […]

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AFH boss: ‘We are not a consolidator’

Nobody could accuse Alan Hudson of letting the grass grow under his feet. In the past 26 years, the chief executive of financial planning and wealth management firm AFH has been busy expanding the business he founded in 1990, both organically and through acquisitions. The firm was selectively buying small advice firms even before its […]

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Nationwide trials in-branch automated advice service

Nationwide is testing its automated advice proposition after entering the FCA’s robo-advice unit. The building society is one of nine firms who were accepted to work with a new team within the regulator focused on developing automated advice earlier this month. Nationwide has described its plans as “guided advice”. Customers will go through an automated process […]

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