Could advisers better prepare for client feedback?

Business-Health/client-engagement/financial-advice/client-relationships/

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

Avoiding imposter syndrome when talking about ESG

ESG/sustainable-investing/RIAA/financial-advice/

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

Bfinance expands wealth management offering

bfinance/wealth-management/institutional/research-houses/

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

AUTHOR

Selfwealth picks acquirer after $58m bid

Bell-Financial-Group/selfwealth/online-trading/M&A/

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

Efficiency and tax gains drive managed account adoption

managed-accounts/HUB24/model-portfolios/

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

Wealth managers failing to capture mass affluent clients

PwC/technology/wealth-management/financial-advice/

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

How are advice platforms integrating AI?

praemium/HUB24/netwealth/platforms/technology/

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

JANA poaches Ignition Advice CTO

Ignition-Advice/JANA/hires/

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

AUTHOR

Ausbil expands distribution team with research house role

Ausbil/hires/distribution/

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

Adviser sees registration suspended over ROA usage

ASIC/FSCP/

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

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