Ludovic Theau from Australian Ethical speaks to Laurence Parker-Brown from The Inside Network on what has changed across this investment theme in the last few years. The Inside Adviser
The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn’t translated into a fatter salary according to data from Adviser Ratings.
A s h o r t s u m m a r y s h e e t f o r c l i e n t s a n d a d v i s e r s , o u t l i n i n g t h e m a n y t y p e s a n d o p t i o n s i n t h e f a s t g r o w i n g s e c t o r .
How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath, when asset relationships are as fickle as they are malleable?
There are several aspects to the treatment of the case that don’t add up, the association’s policy lead says, and a transparent public inquiry is more than warranted.
As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it’s already well underway, with the number of advisers consolidating platforms rising more than 50 per cent in four years.