Click on a thumbnail below to see the full PDF version of the 2015 FPA Professionals Congress Daily News, published by the FPA’s major media partner, Professional Planner.
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19 November 2015 00:01
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Very few HNW clients feel they’re getting a personalised service
Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th edition of the Capgemini World Wealth Report explains why fragmentation is rising and why “orchestration” of services is the answer, but warns that firms chasing personalisation at scale must have the right client insights and information in place first.
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