Advice requires customisation: ResearchBY KARREN VERGARA | WEDNESDAY, 26 JUL 2017 11:53AM Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Related News |
Editor's Choice
Invesco launches new equity fund
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.
FCA pursues Neil Woodford again
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.
Former APRA deputy chair launches retirement solutions startup
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.
Global X launches space tech ETF
Global X has now launched the space tech ETF (ASX: MOON).
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Brian Redican
CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
I definitely feel the shift towards a more personalised approach for each client is a key element moving forward in the Financial Planning industry. A focus on an online footprint is essential for that confirmation for clients.