Have more than just a ticket to the game

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Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to Hans Egger, director of Astute Wealth Advice, creators of the AstuteWheel. “The good news is that if an adviser has executed the right social

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08 Nov 2013

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Stop FoFA’ing around with fee disclosure statements

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Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of Financial Advice (FoFA) reforms, because they believe they will lose their currently disengaged, but valuable, clients. “Disengaged clients probably represent between 10 and 30% of

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17 Sep 2013

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