Adrian Gervasoni

Features

InFocus: Moving towards consumer-led advice

There are three pathways that consumers take when seeking financial advice and firms are exploring how to best access these, writes Oksana Patron....

Financial planning

What is the best way to measure the success of advice?

One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....

Features

Change should be driven by industry, not regulators

As a part of its wealth management series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. ...