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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

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...

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....

Optimism will always win in the digital economy

Financial advisers can’t be faulted for feeling pessimistic about the future as another year comes to an end. The last few years have seen the advisery...

The Principals' Community forges its own path

Kon Costas this week announced the launch of The Principals’ Community, a new business set up to service industry leading self-licensed financial...

Managed account growth continues

As Australia joins the rest of the world and transitions to a post-Covid era, it’s never been more difficult to be an adviser. Investment products are...