Between Meetings with Matt Heine cover image

Ep 70: The true cost of independent wealth advice – Steve Tucker

Between Meetings with Matt Heine

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The Industry Consolidation Is Accelerating

The industry consolidation appears to be accelerating at the moment. Firms got focus group emigrants taken as stake in coda. And you've recently had one the other large private wealth groups bring in an international investor looking forward, maybe five years. But what does the industry look like? It's clear to me that independent, professional services model will be the dominant model.

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