US EditionSwitch to bespoke investment services boosts adviser profitability
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Switch to bespoke investment services boosts adviser profitability
Switching to bespoke investment services boosted adviser profitability, according to a survey from Rathbones Group. Almost all advisers surveyed (95%) said their company’s overall profitability improved after the switch, while 97% said they could take on more clients. All advisers questioned said clients were generally happy when offered a bespoke service, with 35% saying most clients were very happy. Rathbones study also found that advisers we…
Switch to bespoke boosting adviser profitability, study shows
Switching to bespoke investment services for clients is boosting adviser profitability, new research from Rathbones Group has revealed. The study with advisers across the UK, including those currently offering bespoke investment services, found that almost all advisers surveyed (95%) say their company’s overall profitability has improved, with 97% reporting that they can now take on more clients as a result. All advisers questioned say clients w…
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