Despite the success of this regional advice hub, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Like many successful advisers, Escala’s Amanda Fong has had a “strange” career path. But the Melbourne-based founding partner at Escala Partners has thrived by mixing the art and science of client care with savvy investment management.
The super funds’ collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective ownership of the banks, APRA sees “stability risk” as a salient concern for all stakeholders that can’t be ignored.
Dramatic market events aren’t the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.
In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What’s making investors extremely jittery are fears incoming President Donald Trump’s policies will fuel inflation.
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio Manager believes are undervalued and are improving on certain ESG measures, either through transforming their own products and services or enabling other entities to advance ESG objectives. It combines value investing with…
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn’t like to indulge in parallels between his sporting and business careers, but the current runs clear through the two.
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.
The evolving nature of advisers’ client bases, and the work they do for different parts of those, is leading to title creep. But there is little in the way of official guidance on what titles are appropriate.
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was determined to help people stand on their own two feet.