Summer reading - top articles of 2021
Catch up on some light reading with the articles most read by advisers in 2021. Covering a range of topics from regulations, ESG to practice management and the latest research findings on HNW investors and adviser platform use, there's some great content to catch up on over the summer break.
Unmet advice needs presents opportunity for advisers
The latest research into the HNW investor suggests 60% have unmet advice needs. Praemium summarises the key findings and outlines the opportunities for advisers to attract and retain this growing investor segment.
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Client Satisfaction: Profit does not make
Advisers are kicking goals when it comes to clients satisfaction, yet industry research suggests this is not directly transferring into profit. Praemium's Chief Distribution Officer, Martin Morris looks at the industry figures and provides some insights and analysis into how advisers can improve their profitability.
Read articleBridging the platform gap
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
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DDO underlines the need for quality advice
While it may not have been an intended outcome of ASIC’s new Product Design and Distribution Obligations, the far-reaching changes to the way responsible entities, superannuation trustees and fund managers consider product development and suitability for investors, could lead to increased demand for financial advice in future.
Read articleImplementing ESG into your advice process
With increasing investor demand for ESG solutions, the importance and impact ESG considerations are having on portfolio construction is also increasing. As advice practices work through the many considerations to offering this solution to their clients, one of the most pertinent to ongoing success, is how to implement a tailored approach to a client’s individual ethical considerations in a scalable and efficient manner.
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Enhancing the advice value chain
While the need for financial advice has never been greater, the cost of delivering that advice continues to be a challenge. For many businesses, the focus is on reducing cost but as our CCO Mat Walker points out managing costs is not the only key to achieving business success. Drawing on his own experience he outlines what successful firms are doing right when it comes to the aspects that make up the value chain.
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