David Winslow, CFP, managing director, Wealth Management, Choreo, discusses why building relationship-based advice platforms ...

The trend toward concierge services reflects a broader shift toward personalization and lifestyle integration. Wealth management is no longer just about managing assets; it’s about managing lives.

Scale and the Human Touch Across the advisory industry, the rise of the hybrid model shows that both pure-play robo advisers and established asset managers are exploring these questions. Many ...

This is an excerpt from Finextra's Research report ' The Future of Wealth Management 2022,' and is available for download via Finextra Research. Hyper-personalisation has always been an important ...

Four years after a merger and a subsequent rebrand to mark its integration, Evelyn Partners announced it would sell its ...

In the real estate asset management services business, nonrecurring fees range between 0.20% and 0.50% and recurring fees range from 0.30% to 0.60% and are charged for advisory services, letting ...

Last year 85% of invoices issued by advisors were for subscription advice services, up from 83% in the previous year, the analysis of 461,000 transactions by AdvicePay discovered for its third ...

Jon Dye, QBE Europe director of underwriting, motor, said: “Partnering with Matrix iQ allows us to offer our customers ...