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Published on Feb 08, 2016

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MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

:)

Be ahead of the game
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2.

Robo Advice; Fintech
Industry Funds - More aggression
Public interest in FP declining

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3.

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4.

What to expect

  • Investments and platforms under fee pressure
  • Move to DIY
  • Greater transparency
  • Client centric - Yes it is all about me
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5.

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Colin Williams

www.humblefinancialservices.com