How are advisers using AI to improve client experience?

artificial-intelligence/Adviser-Ratings/technology/financial-advice/

| By Jasmine Siljic |

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Insignia looks to asset manager for board hire

insignia-financial/Jodie-Hampshire/Russell-Investments/boards/

| By Laura Dew |

Financial planning

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Wealth clients consider switching amid complex investment needs

EY/Asia-Pacific/wealth-management/financial-planning/client-engagement/

| By Laura Dew |

Financial planning

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Perpetual mulls over offloading wealth and corporate trust business to KKR

Perpetual/Perpetual-Corporate-Trust/wealth-management/KKR/

| By Laura Dew |

Funds management

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Candidate spike to prompt surge of new entrants

Wealth-Data/Colin-Williams/AFSL/adviser-numbers/ASIC/exam/

| By Laura Dew |

Financial planning

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Platinum puts LICs under strategic review

Platinum-Asset-Management/listed-investment-company/funds-management/global-equities/Asian-equities/

| By Laura Dew |

Funds management

Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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NSW adviser permanently banned after exam falsification

ASIC/financial-advice/exam/banning/

| By Laura Dew |

Financial planning

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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AMP expands North range with diversified index managed portfolios

amp/North/platforms/managed-portfolios/

| By Laura Dew |

Financial planning

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Otivo looks to Silicon Valley for product hire

otivo/digital-advice/super-funds/financial-advice/

| By Laura Dew |

People & Products

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Did exam changes improve March’s pass rate?

ASIC/exam/financial-advice/

| By Laura Dew |

Financial planning

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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