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Move to micro makes sense, but comes at a cost for advice businesses

There are untold benefits in shifting to a self-licensed advice model, but the move also comes with a host of dangers. Practice owners need to ask themselves some serious questions before taking the plunge.

Staff Writer | 13th May 2024 | More
Brigid Asquith-Hunt and the language of legacy in financial advice

Making a connection is at the heart of any financial adviser’s value proposition, the consultant says. But to do that, the right language must be leveraged to understand what a client’s legacy values truly are.

James Dunn | 9th May 2024 | More
  • Funds management marketing set to change with new wave of generative AI tech

    The task of standing out in a crowded market place is not getting easier for product providers. Generative AI may hold the key, Michael Kollo says.

    James Dunn | 22nd Apr 2024 | More
    Both human and digital advice constrained by the same price-to-value dilemma

    The good news? Millions of unadvised Australians see the value in financial advice. The bad news is that the vast majority remain reluctant to attach market rates to that value, even if the advice is digital. But all that has the potential to change.

    Tahn Sharpe | 7th Mar 2024 | More
  • ‘Make it cool’: Hunt for grads heats up as professional service firms scramble for talent

    Making up the adviser shortfall is going to be a challenge, with the big professional services firms just as desperate for top-level talent as advice groups. To get young people interested, Striver founder Alisdair Barr says, we need to make the industry interesting.

    Staff Writer | 26th Feb 2024 | More
    AI will reimagine advice marketing and client relationships more than investment: Netwealth

    From organisational improvements to client “nudges”, the potential for AI to transform advice businesses is limitless according to Netwealth’s Andrew Braun.

    Staff Writer | 26th Feb 2024 | More
    Advice review to help consumers move up advice ‘continuum’: Panel

    Bringing super funds and other institutions into the advice ecosystem should benefit consumers by creating an organic path for them to follow as their needs become more complex. More would benefit if the review also took into account the SMSF capabilities of accountants, stakeholders believe.

    Tahn Sharpe | 21st Feb 2024 | More
    Integration and ‘platform approach’ will guide compliance into new age: MIntegrity

    While technology’s role in compliance is becoming more prominent, advisers and brokers are still looking for clarity on what vehicles will carry that technology.

    Staff Writer | 21st Dec 2023 | More
    What paraplanners want: How advisers can work better, ditch the double-ups and make staff smile

    It’s not a corner office or a fatter pay packet at the top of paraplanners’ collective wish list, but something that is much more beneficial to financial advice practices and the clients they serve.

    Tahn Sharpe | 30th Nov 2023 | More
  • Start counting the ways AI can help an advice business grow

    The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a “redefinition” of the sector according to commentators.

    Tahn Sharpe | 23rd Nov 2023 | More
    Dig for lithium exposure beyond the ASX: PrimaryMarkets

    As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.

    Tahn Sharpe | 6th Nov 2023 | More
    Number of wealthy investors not seeking advice ‘persistently’ high

    Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according to Praemium and Investment Trends.

    Tahn Sharpe | 27th Oct 2023 | More
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