During these unpredictable times, it’s understandable that people are feeling high levels of uncertainty. All aspects of our lives – from health, work and finances to socialising and the way we perform menial tasks – are being impacted in different ways. Financial advisers are in a unique position to help clients realise their aspirations As... Read more continue reading
29
Jul
2020
Dennis Tomaras, a partner in eastern seaboard law firm, Cornwalls, believes that Covid-19 will be a significant contributing factor inspiring a wave of merger and acquisition activity in the financial advisory sector. ‘Financial advisers have been exiting the industry in growing numbers over recent years and this is fuelling advice businesses seeking M & A... Read more continue reading
06
Jul
2020
As people are increasingly embracing technology, there is no question the financial advice industry will change as we all become accustomed to the new digital normal. To thrive and remain competitive we must continue to innovate and invest in our digital capabilities. I am proud to see how the industry has adapted to meet changing... Read more continue reading
29
Jun
2020
The COVID-19 crisis has seen many Australians taking steps to stay afloat with their finances. With women more likely than men to withdraw super to make up the shortfall in their income, what does this mean for their long term financial wellbeing? Fran Hughes CFP®, Head of Financial Solutions at Nexia Perth explores the reasons... Read more continue reading
09
Jun
2020
Economic pain has been on the horizon for some time now, but no one wins in a race to the bottom. There’s no doubt that the remainder of 2020 is going to be particularly tough for Australian businesses and their employees. Until earlier this year, the economy had been slowing for some time. It was... Read more continue reading
29
Apr
2020
The world has shifted. These are tough times and they will affect people differently. Advisers are going to experience their own hardship through this time, but it’s also a big turning point for them. Advisers have been under pressure for the last few years where the industry has been belittled and downtrodden under the weight... Read more continue reading
21
Apr
2020
Although many professional advisory businesses are facing a tsunami of unprecedented challenges as a result of the economic impact of the coronavirus, it’s imperative not to lose sight of the fundamentals that begin with reassuring clients. As usual in situations such as this, accountants, financial planners and legal firms found themselves dealing with a deluge... Read more continue reading
06
Apr
2020
Uncertainty stokes the flames of fear and that is particularly evident across the financial services sector with daily news of new Coronavirus infections recorded in Australia and other parts of the world. Closing businesses, restricting travel, being told to stay home and perceived mixed messaging has heightened anxiety amongst employees and their families. Talk of... Read more continue reading
31
Mar
2020
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