Practice Growth
Client management strategies for Australian advice practices, covering segmentation, service models, and engagement.
The number one expectation of financial advisers in 2022
The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association...
Helping clients focus on their long-term picture during uncertain times
Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers...
Getting personal central to retaining clients
The easiest way to understand why personalisation matters so significantly to clients is to think of your own experience as a consumer. When you’re...
Australia's rich 'bullish and confident'
Data released from platform provider Praemium (ASX: PPS) has shown that the rich are getting richer and more confident, moving on quickly from the pandemic....
Avoid these four traits to win clients virtually
Whether it’s with a sole client, a large internal team, or external stakeholders, holding effective and engaging meetings is an art form. It requires...
Advisers, open your eyes before clients demand it
Since its founding 35 years ago, Australian Ethical has been at the forefront of responsible investing. The firm was an ESG investor before ESG became the...
Advised clients outperform
Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide...
Eight ways to win more HNW clients
High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business...
Did you give your clients a bit of the Afterpay magic?
Afterpay (ASX:APT) has been one of those rare share market success stories, where a start-up, having listed at $1.00 in May 2016, successfully develops a...
Pandemic hindsight reiterates the value of advice
Global asset manager Natixis Investment Managers recently released their latest Global Investor Survey. Undertaken with the support of CoreData Research, the...
Wealthier investors open to advice
More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from...