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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
  • Advisers offered ‘$50K bump in salary’ as talent poachers circle

    It’s not just money being thrown at financial advisers, with title changes, more responsibility and “other added benefits” also on offer according to financial services recruitment teams.

    Tahn Sharpe | 19th Oct 2023 | More
    The value in talking to your clients about values: Invesco

    When Invesco Global Consulting asked advice clients if they were having ESG conversations with their advisers, three specific investor groups stood out.

    Jacquelyn Mann | 12th Oct 2023 | More
    Bridging the generational divide key to ‘daunting’ Professional Year

    When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there’s bound to be a few bones of contention according to Brisbane adviser Jaxon King.

    Jaxon King | 11th Sep 2023 | More
    For advice practices, getting the tech right is key to the bottom line

    Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren’t making smart technology decisions, says Finura’s Peter Worn.

    Lisa Uhlman | 7th Sep 2023 | More
    Adviser-to-client ratios reach upper limit, with tech marked as the saviour

    There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

    Tahn Sharpe | 27th Jul 2023 | More
  • Start clients on values early to avoid ‘biggest fear’ upon wealth transfer

    Praemium’s Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with your clients, Rigby said, and the rest will follow.

    Staff Writer | 6th Jul 2023 | More
    Review into ASIC funding model recommends levy discount cut and… another review

    While finding that more research is needed to determine if the “definitions, metrics and formulas” used to calculate levies remain fit‑for‑purpose, Treasury was able to determine that advisers should no longer benefit from discounted levies.

    Tahn Sharpe | 29th Jun 2023 | More
    New generative AI is a boon for fundamental fund managers: Kollo

    ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn’t need the presence of machine learning scientists or investment in costly data acquisition.

    Michael Kollo | 19th Jun 2023 | More
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