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Brilliant Investment Thinking by Advisers for Advisers.
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Global advice business models on the cusp of change: KPMG

"Fragmented" service models for advice groups will soon coalesce into three distinct business models according to KPMG's Future of wealth management report.

AZ NGA dives into supply chain with Virtual Business Partners tie-up

AZ NGA moves on from dealer group model to take up a horizontally integrated strategy.

AMP Advice to 'break even' by 2024 as losses soften

The institutional provider's AUM and profit lines stayed red in 1H22, but positive signs emerged.

The right words at the right time - reacting to client concerns

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Not all referrals are created equal

Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many...

Renew your client review

During a recent presentation of Invesco Global Consulting's program, Priceless, I asked a room full of advisers how many of them had changed the way they do...

Communicate - before it's too late

Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  

Grim picture for financial advice in latest Landscape report

Key findings from the Australian Financial Advice Landscape Report 2022 have painted a grim picture for the financial advice industry, predicting higher client...

Tapping into the power of female clients

As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to...

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...

Allspring's plans for Australian expansion

The former Wells Fargo Asset Management, a 52-year-old pioneering US fund manager, has targeted Australia and New Zealand in its new incarnation as an...