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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
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
  • 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
    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
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