What does the advice practice of 2020 look like?

EXCLUSIVE A handful of leading financial advisers from across Australia reveal the strategies they are adopting to drive growth over the coming year.

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newsDecember 12, 2019By Reporter

On 20 November 2019, ifa held its inaugural Advice Practice of 2020 Roundtable, partnered by Iress. The Sydney event saw four advisers come together to discuss how they are managing change, what options they are exploring for growth and how new technologies are driving efficiencies and client engagement in their practices.

The roundtable was hosted by ifa editor James Mitchell and included Iress CEO Andrew Walsh, Iress managing director of wealth management Tizzy Vigilante, Natalie Berrell of Private Wealth Partners, principal partner at Birling Wealth Management Mark Malone, Integral Private Wealth founder David Simon, and Finnacle founder Prashant Nagarajan.

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href="https://www.theadviser.com.au/better-business-summit-and-awards/" target="_blank">Better Business Summit & Awards</a></li> <li><a href="https://www.brokerdaily.au/mortgage-business-awards/" target="_blank">Broker Daily Business Awards</a></li> <li><a href="https://www.lawyersweekly.com.au/corporate-counsel-summit/" target="_blank">Corporate Counsel Summit & Awards</a></li> <li><a href="https://www.cyberdaily.au/australian-cyber-security-summit-and-awards/" target="_blank">Cyber Security Summit & Awards</a></li> <li><a href="https://www.defenceconnect.com.au/budget-lunch/" target="_blank">Defence Connect Budget Lunch</a></li> <li><a href="https://www.defenceconnect.com.au/dsr-summit/" target="_blank">Defence Connect DSR Summit</a></li> <li><a href="https://www.fundmanageroftheyear.com.au/" target="_blank">Fund Manager of the Year Awards</a></li> <li><a href="https://www.ifa.com.au/excellence-awards/" target="_blank">ifa Excellence Awards</a></li> <li><a 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msgBuffer); // convert ArrayBuffer to Array const hashArray = Array.from(new Uint8Array(hashBuffer)); // convert bytes to hex string const hashHex = hashArray.map(b => ('00' + b.toString(16)).slice(-2)).join(''); return hashHex; } jQuery('#mc-embedded-subscribe-form').submit(function(){ var email = jQuery(this).find('input[type=email]')[0].value; if(ValidateEmail(email)) { // sha256(email).then(function(hash){document.cookie = "mcEmail="+hash;}); sha256(email).then(function(hash){document.cookie = "mcEmail="+hash; jQuery("#mce-MMERGEEM").val(hash); jQuery('#mc-embedded-subscribe-form').unbind(); jQuery('#mc-embedded-subscribe-form').submit(); }); } return true; }); jQuery('.fabrikForm').click(function() { var formID = this.id; formID = formID.replace ( /[^\d.]/g, '' ); jQuery(this).find('input').each(function(){ var element = jQuery(this); var label = jQuery("label[for='"+element.attr('id')+"']").text(); // console.log(label); var placeholder = element.attr('placeholder'); 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#eee; } /* On mouse-over, add a grey background color */ .fabrikForm .container:hover input ~ .checkmark { background-color: #ccc; } /* When the checkbox is checked, add a blue background */ .fabrikForm .container input:checked ~ .checkmark { background-color: #2196F3; } /* Create the checkmark/indicator (hidden when not checked) */ .fabrikForm .checkmark:after { content: ""; position: absolute; display: none; } /* Show the checkmark when checked */ .fabrikForm .container input:checked ~ .checkmark:after { display: block; } /* Style the checkmark/indicator */ .fabrikForm .container .checkmark:after { left: 9px; top: 5px; width: 7px; height: 13px; border: solid white; border-width: 0 3px 3px 0; -webkit-transform: rotate(45deg); -ms-transform: rotate(45deg); transform: rotate(45deg); } </style> <script type="text/javascript"> jQuery(document).ready(()=>{ jQuery("form.fabrikForm label.checkbox").addClass("container"); jQuery("form.fabrikForm label.checkbox span").addClass("checkmark"); jQuery("form.fabrikForm label.checkbox").prepend(jQuery("form.fabrikForm label.checkbox span").text()); jQuery("form.fabrikForm label.checkbox span").text(""); }); jQuery(document).ready(()=>{ var observerAjx=function(id, data){ let observer = new IntersectionObserver(function(entries) { if (entries[0].intersectionRatio > 0) { let request = { 'option': 'com_ajax', 'plugin': 'ajaxmodule', 'module_name': `${data.modname}`, 'module_type': `${data.modtype}`, 'format': 'json' }; jQuery.ajax({ type: "GET", url: "/?" + jQuery.param(request), success: function(response) { jQuery('#'+id).html(response).removeClass(data.rcal) .removeAttr('style') .find('div:first').removeClass(data.rcor);; } }); observer.unobserve(entries[0].target); } }, { threshold: [0] }); observer.observe( document.getElementById(id) ); } jQuery('.ajaxv2-element').each(function() { let data = jQuery(this).data(); observerAjx(jQuery(this).attr('id') ,data); }); }); </script> <script> function zonesIsMobile() { if(/Android|webOS|iPhone|iPad|iPod|BlackBerry|IEMobile|Opera Mini/i.test(navigator.userAgent)) { return true } return false; } if (zonesIsMobile()) { const gutters = document.getElementById("b-gutterzone-zoneunit"); gutters.remove(); const popup = document.getElementById("mmk-popup-screen"); popup.remove(); // const leaderboard = document.getElementById("b-topLeaderboard-zoneunit"); // leaderboard.remove(); } else { const interscroller = document.getElementById("interscroller-zoneunit"); if (interscroller != null) { interscroller.remove(); } const tabletSkinBlock = document.getElementById("tabletSkinBlock-zoneunit"); tabletSkinBlock.remove(); } if (zonesIsMobile()){ jQuery('.mob-lazy').attr('loading', 'lazy'); } </script> </body> </html>