CLIENT RELATIONSHIPS

Financial planning

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research un...

Financial planning

The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...

Financial planning

Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....

Expert Analysis

Focusing on behaviour and psychology can help adviser to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones....

Financial planning

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those ...

Financial planning

Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....

Expert Analysis

Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....

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Financial planning

Over 1,000 advisers have attended BT Financial Group’s BTNext events across the country this week, with the events’ keynote speaker offering insights on better understand...

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MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

3 days 12 hours ago
Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

4 days 1 hour ago
Old Fella

Why would any Licensee invest in educating and training new advisers, when as soon as the handcuffs come off, they will ...

4 days 4 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

4 days 14 hours ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

3 weeks 5 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks ago