Tony Nejasmic, Head of Distribution and Marketing for Xplore Wealth discusses the tools that can help advisers and other intermediaries attain higher compliance standards, boost the transparency and efficiency of their advice and, by extension, their investment product recommendations.
The wealth management industry's departure lounge is gradually filling. Institutions are headed for the exits, as are many disillusioned financial advisers. But Australia's $811 billion platform market is ready and waiting to capitalise on those who choose to remain. Featuring Tony Nejasmic, Head of Distribution and Marketing at Xplore Wealth.
In the aftermath of the royal commission, advisers are scrambling to rebuild trust with their clients and build more transparent, compliant businesses. Could managed accounts be the perfect solution? Tony Nejasmic, Head of Distribution and Marketing at Xplore Wealth believes 'advisers like the transparency and the securities that sit within the managed account'. Read More.