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JASON ANDRIESSEN
Financial planning
While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...