Strategy
Moving to strategic advice
The advice industry will look vastly different in 2020. Write comment (2 Comments) ...
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Teaching clients financial literacy
ifa quizzes a range of financial services specialists on how they help their clients to become more financially literate. Write comment (0 ...
Global equities and Trump
What Donald Trump, rising interest rates and more will mean for global equities amid a growing investor appetite. Write comment (0 Comments...
Shifting to goals-based advice
ifa quizzes a range of financial services specialists on how advice firms operating in the non-aligned space can embrace the shift towards goals-based...
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Strategy
Protecting against cyber crime
Financial services is one of the most targeted industries for cybercrime attacks across the globe. Ifa speaks to experts on how advisers can protect t...
Strategy
Specialising in expats
The managing director of Atlas Wealth Management, Brett Evans, tells ifa how he drew from his own upbringing in identifying Aussie expatriates as a lu...
Strategy
Referrals: Tips and traps
It’s hard to find new clients, and even harder to find clients that are worth having – so the art of referrals is to choose your sources wisely. ...
Strategy
Ideas for a modern day marketing plan
Creating a marketing plan is often a daunting task for financial advisers, but it does not have to be. Here are a few ways you can get started. ...