Practice Growth
Client management strategies for Australian advice practices, covering segmentation, service models, and engagement.
Why more women are investing, and why they're better at it than men
The pace of change may be "tepid" but more women are investing than ever, and the research confirms this benefits both individuals and the broader society....
'Information overload' creating new paradigm between advisers and clients: WEF
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....
Affluent investors spending more on advice: US report
The customer base for US advisers is growing in the same way that it is in Australia. But the more granular trends that are emerging tell an even more...
'I've been busy' and other things advisers should stop saying to clients
A long-running study has revealed a raft of information about the way financial services professionals communicate with their clients, as well as four key ways...
$226M per adviser: Retirement opportunity set ‘never been better’
It's a dire situation for consumers but a massive tailwind for financial advisers. More people and more capital in the superannuation coffers than ever, with a...
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...
Number of wealthy investors not seeking advice 'persistently' high
Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according...
The value in talking to your clients about values: Invesco
When Invesco Global Consulting asked advice clients if they were having ESG conversations with their advisers, three specific investor groups stood out.
The three reasons high net worth investors don't seek advice
People stepping up from the $1m-$2.5m bracket to the $2.5m-$5m bracket are the most likely HNW investor to be unadvised, data shows, with a greater allocation...
More modes of advice being sought by HNWs as validators come to the fore: Praemium
Investment platform provider Praemium explains that while there is an "increasingly positive" attitude towards financial advice, the needs of HNW investors are...
Client relationships depend on fast and slow thinking channels
The last thing an adviser wants is for their client to be sitting in front of another adviser in 12 months, explaining how their last adviser didn't understand...