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!‬ Adviser 3.0: The Podcast

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