Adviser 3.0: The Podcast

Ep 22 – Matthew Pitcher delves into the details of flat-fee structure, investment proposition and the adviser tech stack with Abraham Okusanya. Listen to the episode now!

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Abraham and Matthew delve into the details about:

  • How he got into the industry and the journey that led to the creation of Altor Wealth Management, including an overview of the firm today
  • Consolidation in the adviser market and why a number of firms are breaking away from consolidators
  • Matt’s flat-fee approach, how to reconcile this with the typical % AUM approach for the third-party platforms and investments side, and if it really is the only fair option
  • What is the best investment proposition for both clients and advisers
  • His current tech stack, as well as his experience and frustrations with the market, and what he would like to see in the future
  • Matt’s approach to saving for retirement and what his portfolio looks like
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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