In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global.

Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight. 

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In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. 

In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.

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