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Advisers want more than just value for money

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A new survey from Liontrust finds that financial advisers want more than value for money out of their relationships with asset managers. Philippa Aylmer talks to John Husselbee, head of multi-asset at the firm, on the importance of cost efficiency and good service between asset managers and advisers.

Other news brings the Royal Mint again, this time leaping on the August gold rush and launching a new coin, the White Lion of Mortimer, for physical investment in gold.

Meanwhile, pricing strategy specialists Simon-Kucher & Partners have been examining the millennials, who are turning out to be quite the disruptors in the wealth space. In order to keep their business, wealth firms will have to keep on top of the technology as that generation loves its robo-advice or challenger bank, the firm says.

Do sign up for our webinar on incorporating ETFs into model portfolios, hosted by Wealth Adviser and Algo-Chain’s Allan Lane on 3 October. All details are here.

If you’re not already registered to receive our free weekly newsletter, please click here.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Amundi
CI Investments
Horizons ETFs
LGIM
Liontrust
The Royal Mint
Simon-Kucher & Partners

 

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