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“Let professionals be professionals” the call ahead of Quality of Advice Review

Given the flood of changes and regulatory oversight that has resulted from the Royal Commission, it likely comes as a surprise to many that the impending Quality of Advice Review, was actually a recommendation of Commissioner Hayne. With submissions set to close on 3 June 2022, the Financial Planning Association, along with many others including…

Drew Meredith | 23rd May 2022 | More
Communicate – before it’s too late

Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  Many might struggle to come up with those names on the spot. Whilst these may seem like random numbers, let me explain why it is important…

Jacquelyn Mann | 5th May 2022 | More
  • Akambo bulks up via merger with First Financial

    Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…

    Ishan Dan | 11th Apr 2022 | More
    Perennial Better Future Trust performance review

    Perennial Partners’ sustainable small cap equities fund, the Perennial Better Future Trust, was up 2.4% net of fees in December, beating the S&P/ASX Small Ordinaries Accumulation Index’s return of 1.4%. The trust has been in operation for almost four years, since inception in February 2018, and has grown to exceed $100 million in assets. The…

    Ishan Dan | 24th Jan 2022 | More
  • Markets in ‘thrall of the Fed’, overly hawkish on rates

    “Learning to live with COVID will be the major theme of 2022,” according to Ken Leech, chief investment officer of leading fixed income manager Western Asset. But not necessarily in the way we think. As the Omicron variant ravages Australia and other parts of the developed world, Leech highlights continuing travel restrictions and lower vaccination…

    Drew Meredith | 24th Jan 2022 | More
    Charlie Munger: Crypto creators ‘thinking about themselves’

    Known for his clever wit and open frankness, investment guru Charlie Munger, reinforced his value style of investing by comparing today’s markets with that of the Dotcom boom while supporting China’s recent expansion. At the same time, voicing his concerns on the growing use of cryptocurrency, which he says should banned. Munger appeared in good…

    Ishan Dan | 6th Dec 2021 | More
    Eleece Quilliam discusses the power of communication

    If the financial advice industry needed a passionate advocate, it only has to call on Eleece Quilliam. The National Manager of Invesco Consulting in Australia is impressively adamant in her belief in the importance of advice. “I love working with advisers, because I genuinely believe that what they do is up there with the likes…

    James Dunn | 6th Dec 2021 | More
    Advice clients seeking growth, not “risk aversion”

    Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms the foundation of all our relationships, and is the means that all humans use to connect. The words we choose not only provide information but communicate a powerful…

    Eleece Quilliam | 28th Oct 2021 | More
    ‘It’s all in the eyes’ when pitching potential clients

    Virtual meetings mastered: The Core Skills Our brains are hardwired to connect with other people; we are social beings. We rely heavily on our ability to gather as much sensory information as possible about whether we want to pursue a connection, a conversation or relationship. It takes seconds to gather this information and use it…

    Eleece Quilliam | 14th Oct 2021 | More
  • Advisers can capitalise on YFYS

    Whether we like it or not, the industry super fund sector has been one of the biggest competitors to financial advisers supporting retail clients. The combination of significant marketing budgets, strong headline returns and a near-clean-sheet through the Royal Commission has made the industry funds synonymous with superannuation in Australia.  I have little doubt that…

    Drew Meredith | 30th Sep 2021 | More
    It’s communication, not performance, that is the key to success in advice

    One of the more interesting learnings from the pandemic so far has been the varying methods of communication used by political, media and industry leaders alike. What becomes even clearer, listening to far too many press conferences, is how important it is to use words that resonate with your audience. Nowhere is this fact more…

    Drew Meredith | 30th Sep 2021 | More
    Top of the pops

    The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high transmission rates of the Delta variant. The Delta variant, which accounts for more than 90 per cent of COVID-19 cases in the United States, has picked up new mutations…

    Ishan Dan | 26th Aug 2021 | More
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