“Quilter finds its clients prefer face-to-face advice”

May 4, 2021 | Companies

The interesting thing about this survey is not that 53% prefer face-to-face advice. It’s that as many as 47% say they actually prefer not to see their Quilter advisers, or at least to only see them on a screen. What would the same crowd have said a year ago? I’d guess they’d probably have thought the same, but their only experience of an online meeting was a dodgy Skype call or trying to get through to their bank’s call centre. And most would have thought Zoom was a type of ice lolly.

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“Nutmeg losses climb 28% after JPMorgan takeover”

“Nutmeg losses climb 28% after JPMorgan takeover”

If you’re offering cheap, online investment advice, you need volume to make it profitable. To get volume (ie lots of money), you need marketing (to get lots of people to log in and give you money). And that costs, particularly, as will inevitably be the case, most of...

“FCA: Good advisers have ‘nothing to fear’ from redress scheme”

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