It takes a village to support advisers in delivering a service and outcomes that meets clients’ needs in a cost effective way. This episode describes the financial advice value chain, how its composition has morphed over the years and where currently advisers, product and service providers fit.
Participants:
• Mat Walker, chief financial officer, Praemium
• Simon Hoyle, head of market insights, CoreData
Modertor:
• Matthew Smith, Conexus Financial/Professional Planner
