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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
Adopt advice review plan now, ASIC can smooth any creases later: Levy pens open letter

The advice review lead had said she wouldn’t comment on the recommendations while the government pondered its response. But with the consultation dragging on, she urged the government to get it done and let ASIC do the refinement.

Tahn Sharpe | 2nd May 2023 | More
  • Broadway, financial advice and Kilimanjaro: The Anne Graham story

    Anne Graham and her fellow co-founders named their advice business Story Wealth because they believe every client has a compelling story to tell. Turns out Anne’s own story is quite the odyssey, as well.

    James Dunn | 26th Apr 2023 | More
    Downsizer, NALE rule changes top shifting regulatory backdrop for SMSFs

    Peter Burgess told the SMSF Association’s National Conference the industry group has pushed for some of the developments, while it continues to oppose others, such as a high-balance cap. The government now plans instead to double the tax rate for funds with very high balances.

    Tahn Sharpe | 2nd Mar 2023 | More
  • Dunbar’s number and the advice client quantum query

    With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar’s theory shows just how unsustainable this is.

    Ishan Dan | 30th Sep 2022 | More
    Financial stress underlines need for better advice model

    Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality advice.

    Lachlan Buur-Jensen | 19th Sep 2022 | More
    Research shows enormous potential exists for advisers to capture emerging affluents

    For wealth businesses to thrive the emerging affluent cohort is a savvy way to future-proof healthy client books. But building trust is a key component to making the relationships work.

    Ishan Dan | 12th Sep 2022 | More
    ‘Good advice’ duty suits lawyers & product issuers more than advisers

    As romantic as it may be to proclaim the emergence of an advice profession and to suggest that a ‘good advice’ duty is a panacea for systemic failures, the retreat of institutional licensees from advice is not necessarily evidence of our capacity for self-regulation.

    Sean Graham | 5th Sep 2022 | More
    Secular vs. cyclical and the challenge of confirmation bias

    As a financial adviser, making the right decisions matters. Not just for your client’s investment returns but for your confidence as well.

    Ishan Dan | 1st Aug 2022 | More
  • Advisers urged to tread carefully with ‘wholesale investor’ status

    Specialist self-managed super fund advisers need to tread cautiously before giving a client “wholesale investor” status.

    Staff Writer | 28th Jul 2022 | More
    Advice complaints trend remains positive

    The fact that just 281 complaints were lodged about ‘failure to act in client’s best interests’ and 241 for the providing “inappropriate advice’, shows the legislative changes may well be having a positive impact on the industry. 

    Staff Writer | 22nd Jul 2022 | More
    Quality of advice review focused on advisers, not consumers

    As one of the lawyers at the coalface of supporting impacted consumers both before and after the revelations of the Royal Commission, Maurice Blackburn is in a unique position to provide input into the Quality of Advice review.

    Drew Meredith | 11th Jul 2022 | More
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