Historically, the IT management systems of a financial planning practice have relied heavily on Excel spreadsheets and Word templates, as ...
The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in ...
It’s an issue that has been quietly simmering away, but now could explode at any time: who gives tax advice?Traditionally ...
When it comes to an adviser’s wish list, two things regularly top the list: greater simplicity and safety in respect ...
One of the persistently used objections to choice of fund is ‘mis-selling’. Mis-selling is when a person is advised to ...
Risk software suppliers face a dilemma. Advisers want a program that is simple to use, yet sometimes they want highly ...
Referrals are one of the most important sources of business for advisers. But until now, management of them was on ...
The role of the business development manager (BDM) is one that has seen significant change over the past five years. ...
Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
