FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Advice/guidance fixation must end
What made financial headlines over the weekend?
At heart, robo-advice is still just a website
Advisers top source for investment information
Four-fifths of firms offer independent advice
New clients and markets, lower costs, improved control
Value of advice far from embedded
Includes consolidation, pricing and robo-advice
To raise financial engagement and knowledge
'Make your voice heard'
09 November 2016
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4 min read
