Wealth and Asset Management
Advisers urged to shake up pricing models to shore up future
Advice firms should expand their pricing structures to incorporate income-based and broader ‘assets under’ models to attract younger clients and ensure the future of their business. Speaking at the Morningstar conference, David O’Leary, financial planner and founder of Kind Wealth, said advisers needed to consider new pricing models so they…
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Click here to read the full story: FT Adviser