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Clients are infinitely more informed in the digital age, but that doesn’t necessarily mean they know how to discern the useful information from the misleading. Addressing this divide is the role advisers will need to embrace as the new era unfolds.
The hits keep coming for the country’s primary stock exchange, which is now under investigation by the corporate regulator for its oversight of the doomed upgrade to its clearing system.
This week we caught up with Michael Rees-Evans of Libertas Wealth Consulting. Michael has an impressive career spanning big business and boutique, spending time with Price Waterhouse and Accenture as a management consultant before embarking on a career in financial advice in 2002 with Hillross. Today he leads Libertas Wealth Consulting in Lane Cove. We…