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Next generation may not differ from parents in investments
The 'next generation' of wealthy global investors may not be as interested in going green as expected, but are likely to be more engaged in their money than their parents
NEWS • Fri, 17 Jul 2020
Video can strengthen client relationships
Video is still something new to advisers, however as the advice industry moves forward, videos can be an innovative and effective platform to better connect with clients, ...
NEWS • Thu, 16 Jul 2020
Dealer groups limiting advice tech progress
Adviser dealer groups are hampering the ability of financial planning technology to make breakthroughs in the sector by being too “hesitant and risk-averse” to embrace ...
NEWS • Wed, 08 Jul 2020
Implementation of open banking could ‘shake up’ advice industry
The development of open banking could see a more innovative financial services landscape for advisers and drive better client engagement.
NEWS • Fri, 03 Jul 2020
BDM-adviser engagement ‘not enough’ during COVID-19
Financial advisers have reported that they are not receiving enough value from their business development managers (BDMs) during the COVID-19 crisis, prompting a ...
NEWS • Thu, 02 Jul 2020
How to service advice clients without an SOA
An initial financial plan doesn’t need to be the be-all and end-all, according to one adviser who has found success with a monthly retainer model.
NEWS • Thu, 25 Jun 2020
Adopting a ‘new mindset’ for advisers in a post-pandemic future
As advisers face a post-pandemic future, adopting a different mindset in performance and efficiency can help advisers improve business efficiency along with daily health ...
NEWS • Thu, 18 Jun 2020
Increased use of video for advisers may be a game changer
With increasing innovation in video technologies, financial advisers should look to increase video contact methods with clients, integrating social media in the process
NEWS • Wed, 17 Jun 2020
Financial services must focus on customer experience, digital pathways
Traditional financial services companies are facing pressure to transform as new entrants focused on customer experience gain significant market traction.
NEWS • Fri, 12 Jun 2020
