Advice platforms under pressure to improve
There is a growing demand for product investment platforms to provide their functionality and keep consumers’ rights at the forefront.
Editor’s Letter | No small change for financial planners
Just as everyone is getting used to this year of adjustment, it seems things are about to get even stranger for financial advisers.
Brew an optimal blend with Australian equities
Time will prove the safety of cash to be a dwindling illusion; Australian shares will help to inflation-proof income for a long-lived retiree.
Open the doors wider
The challenge facing the advice industry is to form a new product model, one that takes in the needs and aspirations of a broader client base.
Advisers position for a slow rise in consumer confidence
Whether they’re setting out on their own or pruning their client lists after FoFA, the better advice practices are looking at how they can change their business models to get the most out of the hoped-for slow build in consumer confidence.
Listen, learn, earn
Want to make more money? It’s easy. Just listen to your clients. Asset consulted Claudio Pannunzio, president and founder of US-based i-Impact Group, to find out the secrets of productive listening.
If the superannuation cap fits, your clients will wear it
The government has made significant changes to the concessional contributions system, effective now, that fundamentally alter the way it operates.
A room of one’s own – planning for care in old age
As Australia’s population, and the client base of many advisers, gets older, one area receiving increasing attention is planning for people’s aged care needs.
BT Financial takes a client-centred approach
Giving great financial advice these days almost requires a master’s in psychology – it’s about getting to know your clients’ motivations inside and out, says Wes Hall.
Moving on from the advice industry is a leap of faith
Good financial advice goes beyond asset allocation to a true understanding of your client, says Jim Taggart, who recently sold Taggart Group.
