70% of widows leave their financial adviser within a year – here’s why we need to do better
Here’s a stat that really stopped me in my tracks recently: nearly 70 per cent of widows leave their financial...
Here’s a stat that really stopped me in my tracks recently: nearly 70 per cent of widows leave their financial...
Financial advice is a people business. Yet even the most experienced wealth professionals can still struggle to find the soft...
An interesting recent Social Security Review case found that an aged pension recipient gave money to her family to spend...
BT’s technical services team regularly answers questions on superannuation strategies from advisers. In one scenario, the adviser’s client had recently...
In today’s digital world, clients expect their financial advisers to use the latest technology for a seamless financial experience.
The risk advice industry has been through a tough period of change and is facing increasing pressures. The number of...
An annual analysis shows advisers have helped clients balance the competing emotions triggered by strong returns and a cost-of-living crisis.
Amid the considerable hype around AI and its seemingly endless possibilities, the technology’s proponents and critics alike can be prone...
Optimising the back office of a financial planning firm can often seem like one of the last major challenges to...
Australia’s hard-working financial advisers are finally seeing some relief after years of facing significant challenges including ongoing regulatory and business...
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.
