We commented on Australia's Quality of Advice Review. The industry must adopt more modern client diagnostics, much as medicine has embraced modern patient diagnostics in the provision of 'good medicine.'
About Patrick SpennerHelping companies transform their go-to-market and commercial strategy; Challenger marketing expert and author; living the dream in the land of the long white cloud.
Regulators want firms to use more behavioral science in serving clients. Bravo! Behavioral science can enable firms to personalize financial wellbeing at scale.
In the pursuit of ultra-low friction digital and hybrid advice journeys, firms risk sacrificing trust and connection for client convenience.
3-months out from EU regulatory mandates, only 25% of advisors ask about clients’ sustainability preferences. Time to speed it up…but for the love of clients, not with a new questionnaire.
We ran a webinar series with MSCI sharing insights and a roadmap for crafting a high-quality SI experience. In this post, we cover highlights and include replay links.
Only 1/6 of investors interested in sustainabl