The Inside Network’s Jamie Nemtsas sits down with award-winning financial adviser Hugh Robertson to discuss how to build ‘centres of influence’ that can help take an advice business to the next level.
Ian was a mentor to many financial advisers, and I was one of them. He offered guidance, wisdom and an unwavering commitment to ethical practice. Long after he is gone, Ian’s influence will be felt.
The Australian stock market has seen a stagnation in returns since 2006, leaving many questioning the wisdom of long-term equity positions. For retirees, it’s a particularly fraught issue, as their financial security depends on how these investments perform.
Comment by Jamie Nemtsas I have been an adviser for 25 years and, apart from a quick dalliance with AMP as a graduate, I have worked at or owned a self-licensed wealth management practice for all that time. Those practices, independent from institutional owners, have always built portfolios from the ground up. Asset allocation, tactical…
The requirement to quarantine created the perfect conditions to push virtual meetings past the tipping point to general adoption. Are they here to stay?
