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EY Warns Wealth Firms Should Change Approach
InvestorDaily
Financial planners should employ more client-centric strategies and technologies in order to retain their clients, warns a new Ernst & Young (EY) report.
According to a report, titled The experience factor: the new growth engine in wealth management, one in four Australian clients is willing to switch wealth managers under the right circumstances.
EY Oceania wealth and asset management leader, Antoinette Elias, said this research should compel the local industry to “sit up and take notice”.
The rest of this article can be found at investordaily.com.au.
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