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The holy grail of advice

Advisers are under more pressure to add value to the client experience as part of the transition to upfront, annual fees, at the same time as clients are demanding they leverage technology to provide a more holistic wealth management experience.

In this episode of The ifa Show, Praemium chief commercial officer Mat Walker joins host Sarah Kendell to unpack some of the innovation going on in the platform space as providers develop new features that allow advisers to better engage with and service clients at all levels.

Mat unpacks some of the regulations due to come in later this year and how platforms are responding, as well as the different client demand trends between the wholesale and retail advice markets. He also discusses how platforms are striving towards the ‘holy grail’ of allowing advisers to see and manage the totality of their clients’ assets in one place.

  

The holy grail of advice
Mat Walker
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