Why personal communication is the key to client satisfaction

| By Jasmine Siljic |

Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build deeper relationships.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Expert group unveiled to support digital advice policy

| By Jasmine Siljic |

Financial planning

The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility for Australians.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Adviser recruitment falls down the priority list

| By Jasmine Siljic |

Financial planning

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fewer staff.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Material risk observed in sustainable ETF selection

| By Laura Dew |

Funds management

Confusion around what classes as “sustainable” can lead to large fund performance differentials, making fund selection a material risk for advisers, according to Scientific Beta.

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.

View articles by Laura

Laura 's social profiles:

ASIC’s Kirkland clarifies SOA checking concerns

| By Keith Ford |

Financial planning

Despite fears under the first draft QAR bill, ASIC has confirmed that it does not expect superannuation trustees to check every Statement of Advice.

AUTHOR

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail Author

Count extends Iress partnership by 3 years

| By Jasmine Siljic |

Financial planning

Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth ambitions.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Retail outflows cause flat Magellan FUM

| By Laura Dew |

Funds management

After five consecutive months of positive flows at Magellan, April saw $0.2 billion in institutional inflows offset by the same volume of retail outflows.

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.

View articles by Laura

Laura 's social profiles:

Former APRA chair appointed to ASX board

| By Jasmine Siljic |

Funds management

The ASX board has appointed Wayne Byres as a non-executive director, who previously served as APRA chair for more than eight years.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

The lone rangers: Are solo advice practices becoming the norm?

| By Jasmine Siljic |

Financial planning

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for boutique practices.