ROB JONES
Financial planning
Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....
Financial planning
Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...
Financial planning
Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice ...
Financial planning
Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...
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MARKET INSIGHTS
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...