EPISODE · Feb 21, 2025 · 37 MIN
Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
from The Plannex Podcast · host Plannex
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. Join our community: www.nextgenplanners.co.uk
What this episode covers
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. Join our community: www.nextgenplanners.co.uk
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Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
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