Fresh perspectives. Better advice.
5 posts
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Podcast Coaching, women and money — with Sabine Pichler-Kuss
A conversation about coaching in financial advice, women and money, and the business challenges of fee-only advice.
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Customer stories Financial planning that puts people at the centre
How Sebastian Urban of Urban Finance wants to shape holistic advice for an international client base with sabia
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Podcast From asset management to holistic advice — with Jan Voss
Jan Voss of Cape May on a new generation of wealth advisors and the move from asset management to holistic advice.
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Knowledge Will AI Replace the Fee-Based Advisor?
Will AI replace fee-based advisors? Why your profession matters more than ever, and how AI is reshaping daily advisory work in three concrete stages.
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Fee-Based vs. Commission Advice — an Honest 2026 Comparison
What separates fee-based from commission-based advice, which is cheaper for clients, and how do advisors switch to a fee model? A practical overview.
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