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Brilliant Investment Thinking by Advisers for Advisers.
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The advice business that thrives will align towards its true niche

To make advice work, advisers need to home in on the centre of their business proposition, sometimes at the expense of their better intentions.

Advisers want one thing above all else from their fund managers: Report

Advisers still place a lot of emphasis on historical performance and fees when they sum up the value of a fund manager, but it's the thinking behind their...

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...

So how much revenue does the average financial adviser pull in, anyway?

While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of...

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.

All at once, government data finally catches up to adviser shortage

Even when thousands more advisers left the industry in 2022, bringing the cohort down from 28,000 in 2018 to a total of around 17,000, there was still no...

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...

Gravitation of advisers to the city a function of business models: Wealth Data

Whether an adviser is based in their state's capital city or not has more to do with their chosen business model than anything else, according to new research...

'Adapt or fail': 16pc of asset managers to vanish by 2027: PwC

While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which...

Advisers, banks winning back consumer trust: ASX report

The public appears to be rewarding efforts to reshape the financial advice and banking industries after the royal commission, with advisers and the banks both...

This time it's different: Scaling up the advice, not the distribution channels

Product distribution is still embedded in advice, but with banks out of the game expansive product flogging programs are no longer ubiquitous. Businesses are...