Best Practice
Australia’s Westpac to remove sales incentives for staff
One of Australia’s big four banks, Westpac Banking Corp, has announced plans to remove all product related incentives from frontline staff in its retail branches as part of efforts to rebuild trust with its customers.
Best Practice | 22 Sep 16
Europe remains the ‘wild west’ for adviser qualifications
Clients receiving poor advice from inadequately qualified financial advisers has made some parts of Europe like working in the ‘wild west’, according to Andrea Speed, head of Spanish IFA firm Speed Financial Solutions.
Best Practice | 21 Sep 16
International Adviser Best Practice Adviser Awards 2016 results – Europe
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Europe region were announced on Wednesday afternoon at London’s Waldorf Hilton Hotel, held directly after our Future Advisory Forum Europe.
Best Practice | 21 Sep 16
Advisers losing out due to customer experience not price
Advisers are losing business because they are failing to provide clients with a good customer experience, not because other companies are beating them on price, according to Rod Bryson, principal – wealth, long-term savings and insurance at Capgemini Consulting.
Hong Kong adviser aims to triple client base within a year
Chief executive Phil Neilson talks about starting Just Service HK from scratch, the future of fintech and ambitions to triple his client base from 500 to 1,500 over the next 12 months.