There is increasing commentary about the need for financial advice firms to grow in order to survive. This question of growth is starting to reappear post an elongated period of consternation and consolidation in our profession. This article, sponsored by Insight Investment, will explore the two means traditionally used to grow financial advice practices – […]
continue readingAs Australia heads towards a digital world, Australian parents are concerned about the impact a cashless society would have on their children, with 67% believing the shift to digital will leave their children financially worse off, according to new research from MyState Bank. MyState Bank says a ‘cashless society’ refers to a society where cash […]
continue readingAccording to new research by consumer education website, CreditSmart, more than 40% of surveyed Australians said they would rely on credit to help them with their festive budget blowout this year. Asked whether they are likely to spend more than they budgeted for this year, 1 in 3 expect their additional expenses to be less than […]
continue readingThe positive impact of expert financial advice on the confidence of a person about to enter or in retirement must never be underestimated. In fact, more can be done to help educate and guide a greater proportion of non-advised Australians to receive the knowledge, confidence and satisfaction levels of those already in an advice partnership. […]
continue readingAdviser-led technology and services is increasing efficiencies and the ability for financial advisers to better service the investment needs of their clients, according to WealthO2 managing director, Shannon Bernasconi. Research undertaken by WealthO2 suggests advisers are increasingly needing efficiency and automation of compliance, like ROAs, audit trails, seamless model changes through to clients, alerts and […]
continue readingBT Financial Group (BT) has won The Association of Financial Advisers (AFA) and Beddoes Institute (Beddoes) 2019 Consumer Choice Award. OnePath Life and Clearview were runners-up. AFA CEO Philip Kewin said, “Consumer insights into the quality of life insurance providers are invaluable in helping advisers select policies that meet the needs of their clients and […]
continue readingDo gender-diverse boards and executive teams really make a financially material difference to companies and capital markets? “While numerous studies in recent years point to “yes,” we decided to put these theories to the test, using rigorous quantitative factors,” says Yijia Chen, ESG Quantitative Research Analyst, Calvert Research and Management, an affiliate of Eaton Vance. […]
continue readingThe decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly frustrating affair for all parties. It is less frustrating if we understand what is actually going on and allow the time required for our […]
continue readingWhen it comes to building something to last the ancient civilisations can teach us a thing or two. Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them. When you are right there at the […]
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