Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions on the world around them.
18 December 2019 11:14
AFA, AIST, AMP, Andrew Inwood, CoreData, Dante De Gori, eva scheerlinkck, FASEA, FPA, Geoff Lloyd, MLC Wealth, Phil Anderson, Stephen Glenfield
Featured Homepage Posts
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.
Leave a Comment
You must be logged in to post a comment.