Category - News

29
Nov

Australian Asset management firms failing on transparency for customers

Australian Asset management firms failing on transparency for customers Australia’s biggest asset management firms are failing to offer consumers clearly written, understandable content, a new report has suggested. SYDNEY, November 29, 2018 – Poor communication fails customers – and damages trust. VisibleThread, the content optimization vendor, has released its readability study of the top 39 …

15
Nov

FAR/DFAR – How to save time and automate your compliance process: Webinar

FAR/DFAR – How to save time and automate your compliance process: Webinar: Slide Deck & Recording  This webinar is now over. We held it on Thursday November 15th, 2018. And here is the original webinar description   If you’re a contracts or proposal manager for US federal programs, FAR and DFAR will be of vital …

8
Nov

Advisors, talk to your clients

Advisors, talk to your clients From The Globe and Mail with Dianne Maley Published: November 8, 2018 Original Post: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-advisors-talk-to-your-clients/ If you’ve been an advisor for some time, this probably has happened to you: Without a word of warning, a good client whom you thought was satisfied submits a dreaded “request to transfer” form. “I …

30
Oct

Financial Advisors need to take a lesson from Humpty Dumpty

Financial Advisors need to take a lesson from Humpty Dumpty Too many fail to master the meaning of words and how to use them, costing clients, revenues, study says From RIABiz with Oisin Breen Published: October 30, 2018 Original Post: https://riabiz.com/a/2018/10/30/financial-advisors-need-to-take-a-lesson-from-humpty-dumpty-too-many-fail-to-master-the-meaning-of-words-and-how-to-use-them-costing-clients-revenues-study-says   RIAs and financial firms are losing out on sales, because they’ve forgotten how …

30
Oct

The top 20 worst fund houses for confusing Kids

The top 20 worst fund houses for confusing Kids From Wealth Manager Published: October 30, 2018 Original Post:https://citywire.co.uk/wealth-manager/news/the-top-20-worst-fund-houses-for-unreadable-info/a1170373?ref=wealth_manager_all_stories_list   Jargon is a common barrier to financial literacy but in too many cases obscurity is just one factor inhibiting understanding. Comprehensibility is a particular problem when it comes to key information documents, which are supposed to …

26
Oct

KIDs ‘harder to read than Moby Dick’

KIDs ‘harder to read than Moby Dick’ From Money Marketing with Justin Cash Published: October 26, 2018 Original Post: https://www.moneymarketing.co.uk/kids-harder-to-read-than-moby-dick/   Key Information Documents provided to investors cannot be understood by the majority of them, a new study has found. The documents are required under the Priips regulation in force since January, and are designed …

9
Oct

How to write for your customers, not for you

How to write for your customers, not for you From BDaily News with Fergal McGovern Published: October 11, 2018 Original Post: https://bdaily.co.uk/articles/2018/10/11/how-to-write-for-your-customers-not-for-you   Videos and podcasts may be everywhere, but written communication is what drives organizations. Think of the following ways you interact with your customers: Websites Product descriptions Emails Newsletters Chatbot scripts (for that …

8
Oct

Technology can help workers improve their written communication skills

Technology can help workers improve their written communication skills From HR News with Fergal McGovern Published: August 29, 2018 Original Post: https://hrnews.co.uk/technology-can-help-workers-improve-their-written-communication-skills/   The written word is still used extensively in our organizations. Just think of website content, FAQ documents, contracts, terms and conditions, customer journey drips, scripts for live chat… or your inbox. Emails …

8
Oct

Clear communication: empowering non-native (and native) English speakers to write better

Clear communication: empowering non-native (and native) English speakers to write better From HRZone with Fergal McGovern Published: September 5, 2018 Original Post: https://www.hrzone.com/talent/development/clear-communication-empowering-non-native-and-native-english-speakers-to-write   Clear communications are essential for organizations to function properly and it’s up to HR to come up with smart solutions to make this happen. Organizations rely on written communication. Website content, …

24
Sep

The Most, and Least, Readable Asset Manager Websites

The Most, and Least, Readable Asset Manager Websites From Wealth Management.com with Diana Britton Published: September 21, 2018 Original Post: https://www.wealthmanagement.com/industry/most-and-least-readable-asset-manager-websites   The 2018 Clarity Index, compiled by software company VisibleThread, ranks asset managers by the clarity of the language on their websites. The information that’s distributed to investors by financial services firms is being …

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