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Guide, guru, gladiator: The different roles of a financial adviser in 2024

From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of that role is now at least 5.7 per cent of clients’ investible funds according to a new report. 

Tahn Sharpe | 9th Sep 2024 | More
The real value of financial advice is 5.2% p.a.

Delivering value in spades It has been a difficult few years for financial advisers following the Royal Commission. The Commission uncovered some long-standing issues that were predominantly associated with the vertical integration of advice and investment management, resulting in a much needed professionalisation and cleanout of the industry. This has continued into 2020 with thousands…

Drew Meredith | 2nd Nov 2020 | More