How are advisers using AI to improve client experience?

artificial-intelligence/Adviser-Ratings/technology/financial-advice/

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

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Insignia looks to asset manager for board hire

insignia-financial/Jodie-Hampshire/Russell-Investments/boards/

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

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Wealth clients consider switching amid complex investment needs

EY/Asia-Pacific/wealth-management/financial-planning/client-engagement/

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.

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Perpetual mulls over offloading wealth and corporate trust business to KKR

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Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.

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Candidate spike to prompt surge of new entrants

Wealth-Data/Colin-Williams/AFSL/adviser-numbers/ASIC/exam/

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.

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Platinum puts LICs under strategic review

Platinum-Asset-Management/listed-investment-company/funds-management/global-equities/Asian-equities/

Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.

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NSW adviser permanently banned after exam falsification

ASIC/financial-advice/exam/banning/

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.

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AMP expands North range with diversified index managed portfolios

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AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.

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Otivo looks to Silicon Valley for product hire

otivo/digital-advice/super-funds/financial-advice/

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.

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Did exam changes improve March’s pass rate?

ASIC/exam/financial-advice/

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.

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