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Financial planning
Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged....
Financial planning
A financial advice firm valuer has shared the top five factors that make an attractive advice practice for buyers plus the five which can detract from the value of a busi...
Financial planning
Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...
Financial planning
Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
Features
In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....
Financial planning
New market analysis has confirmed that while many advisers are leaving the industry, those that remain are culling clients they regard as unprofitable or hard to service....
Tools & guides
There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mista...
Financial planning
Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...
Financial planning
People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...
Financial planning
Commonwealth Bank chief executive, Matt Comyn has cited fee for no service as being one of the bank’s key shortcomings and claimed key executive personnel had failed to u...
Financial planning
The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....
Financial planning
The Financial Planning Association has warned it will be financial planning clients who ultimately pay for the increased regulatory and other costs being imposed by the G...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...