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Financial advice and the power of language

Most advisers know the value of changing their language when switching from industry speak to client discourse, but many still fall into the trap of distancing themselves from clients by using jargon and buzzwords.

Drew Meredith | 27th Nov 2023 | More
The advice business that thrives will align towards its true niche

To make advice work, advisers need to home in on the centre of their business proposition, sometimes at the expense of their better intentions.

Drew Meredith | 23rd Nov 2023 | More
  • Advice reform stalls as Jones dithers on SOA, safe harbour changes

    Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It’s a poor return, and at this rate the advice review could be a ten-year project.

    Tahn Sharpe | 16th Nov 2023 | More
    2006 was an awful time to retire for investors, and here’s why

    The Australian stock market has seen a stagnation in returns since 2006, leaving many questioning the wisdom of long-term equity positions. For retirees, it’s a particularly fraught issue, as their financial security depends on how these investments perform.

    Jamie Nemtsas | 16th Nov 2023 | More
  • Hobbled by hubris, industry funds in danger of failing their members

    The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

    Tahn Sharpe | 9th Nov 2023 | More
    It’s a mad, mad world, where discount rates no longer apply to tech stocks: Ruffer

    Technology stock valuations are rising, bucking the prevailing market conditions and further inverting the traditional bond/equities relationship. “This shouldn’t be happening”, says Ruffer’s Steve Russell.

    Steve Russell | 6th Nov 2023 | More
    Is the F.I.R.E. retirement plan foolproof or foolhardy?

    Diligence and frugality can lead to wonderful retirement outcomes, writes Alteris Financial Group senior adviser Jaxon King. But if the journey to retirement is bleak, it could sap the joy out of reaching the destination.

    Jaxon King | 2nd Nov 2023 | More
    Don’t panic! Markets (mostly) shrug when geopolitics shock the world

    Events like the Israel-Palestine and Russia-Ukraine conflicts may shock the world, and they may even influence markets. But history tells us geopolitical risks are always present, mostly factored in, and should never predicate panic selling.

    Nicholas Way | 27th Oct 2023 | More
    Yield components key to understanding US bond market machinations: Ninety One

    The aggressive sell off in US bonds has prompted many to speculate that interest rates have adjusted upwards on a structural basis. But Ninety One investment strategist Russell Silbertson takes a different view.

    Steve Russell | 27th Oct 2023 | More
  • What makes a good financial advice client?

    When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: “Am I good client?” they asked. “How could I be better?”

    Drew Meredith | 21st Sep 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
    Navigating the economic outlook by flashes of lightning

    A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the central bank will continue to keep market watchers on tenterhooks.

    Brad Tank | 11th Sep 2023 | More
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