Investment platforms shift their focus
Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infrastructure. Meanwhile, Shadforth Financial Service's Charles Badenach was named Money Management's Financial Planner of the Year at the Financial Planning Association national conference. This and more in the latest online edition of Money Management.
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Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
