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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Making Client Experience Your Competitive Advantage (Re-broadcast)

Making Client Experience Your Competitive Advantage (Re-broadcast)

Wednesday, September 06, 2017
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Up to US$200 billion in asset management fees are up for grabs according to a new report from EY, which argues those delivering a superior client experience will win the assets and the fee revenue. (First broadcast 7th September 2016).