Could advisers better prepare for client feedback?

Business Health client engagement financial advice client relationships

| By Rhea Nath |

The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the last two years, according to Business Health.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Avoiding imposter syndrome when talking about ESG

ESG sustainable investing RIAA financial advice

| By Rhea Nath |

Financial planning

As investors increasingly seek to embed ESG considerations in their portfolios, a specialist adviser has offered tips for financial planners who may feel overwhelmed in tackling these complex topics with clients.

AUTHOR

Rhea Nath

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Bfinance expands wealth management offering

bfinance wealth management institutional research houses

| By Laura Dew |

Financial planning

Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Selfwealth picks acquirer after $58m bid

Bell Financial Group selfwealth online trading M&A

| By Laura Dew |

Funds management

Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties were invited to make a higher bid.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Efficiency and tax gains drive managed account adoption

managed accounts HUB24 model portfolios

| By Rhea Nath |

Financial planning

With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.

AUTHOR

Rhea Nath

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Wealth managers failing to capture mass affluent clients

PwC technology wealth management financial advice

| By Laura Dew |

Financial planning

Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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How are advice platforms integrating AI?

praemium HUB24 netwealth platforms technology

| By Laura Dew |

Financial planning

ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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JANA poaches Ignition Advice CTO

Ignition Advice JANA hires

| By Laura Dew |

People & Products

JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Ausbil expands distribution team with research house role

Ausbil hires distribution

| By Laura Dew |

Funds management

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in July.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Adviser sees registration suspended over ROA usage

ASIC FSCP

| By Rhea Nath |

Financial planning

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.

AUTHOR

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month 3 weeks ago

Could advisers better prepare for client feedback?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Avoiding imposter syndrome when talking about ESG

AUTHOR

Rhea Nath

Rhea 's social profiles:

Bfinance expands wealth management offering

AUTHOR

Laura Dew

Laura 's social profiles:

Selfwealth picks acquirer after $58m bid

AUTHOR

Laura Dew

Laura 's social profiles:

Efficiency and tax gains drive managed account adoption

AUTHOR

Rhea Nath

Rhea 's social profiles:

Wealth managers failing to capture mass affluent clients

AUTHOR

Laura Dew

Laura 's social profiles:

How are advice platforms integrating AI?

AUTHOR

Laura Dew

Laura 's social profiles:

JANA poaches Ignition Advice CTO

AUTHOR

Laura Dew

Laura 's social profiles:

Ausbil expands distribution team with research house role

AUTHOR

Laura Dew

Laura 's social profiles:

Adviser sees registration suspended over ROA usage

AUTHOR

Rhea Nath

Rhea 's social profiles:

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