Category: Submissions

The value and future of advice licensing

SIAA does not consider that there is a need to change the licensing framework to change accountabilities between licensees and advisers. READ MORE >

Personalisation at scale: Rethinking client engagement for HNW growth

By Mark Hannan, New Business Manager, Praemium In today’s competitive private wealth sector, expanding the client book is essential for growth. Traditional methods such as referrals, acquisitions and marketing are […]