What clients want: It’s all about the endgame
If you had to say what clients want most, the shortest answer would have to be “achieving goals”. For them,...
If you had to say what clients want most, the shortest answer would have to be “achieving goals”. For them,...
As we move forward into 2022, I have to say that in relation to attracting new entrants to the financial...
Financial services minister Jane Hume stood in front of a (virtual) room of financial advisers this year and assured them...
Making statements of advice shorter is not enough to compel clients to read them. Advice must be presented differently to...
Advisers are preparing for a busy 2022, with an action list related to regulations that impact their business and professional...
With more people heading back to the office for at least part of the week, wealth management firms of all...
For the first time in a generation, advisers need to seriously consider inflation. This article explores why markets are so...
Everyone seems to be making submissions about the cost of financial advice and how it needs to be reduced to...
So, the government is now proposing to wind back the requirement for a degree for advisers with a minimum of...
Short-term returns are rewarded with capital flows, and with client pressure mounting on sectors like cryptocurrency, there are many reasons...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...
Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
