The pitfalls of Googling for advice
With 90 per cent of Australians using Google as their go-to source of information, how do advisers operate in an age where more and more clients are ...
With 90 per cent of Australians using Google as their go-to source of information, how do advisers operate in an age where more and more clients are ...
Financial adviser fear of technological disruption is being replaced by a constructive atmosphere that was on display at the Adviser Innovation ...
Clients may be under the impression that all financial advisers are dodgy – willing to push the needs of their clients aside to cut a healthy ...
Good compliance enhances processes and creates stronger client relationships, which ultimately leads to better, more sustainable and more robust ...
Codes of conduct and CFP designation don’t necessarily mean ethical behaviour and are often just words.
It’s important to have standards in the language financial advisers use to engage with clients, ensuring we are tailoring our delivery as well as our ...
We need to increase the number of women in the advice profession, but quotas are demeaning, unconscionable and act against our fiduciary duty.
Financial planners need to ensure they are considering client cash flow and budgeting advice.
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