Bronwyn Yates

Expert Analysis

Coaching clients to keep calm – the adviser’s most important role

Investors are prone to following their emotions, writes Bronwyn Yates. For advisers, coaching calmness is the most significant contribution they can make....

Features

InFocus: Is TikTok advice any better than ‘the man down the pub’?

While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...

Financial planning

Advised clients portfolios gain 5.2% over non-advised peers

Opting to seek advice and stay invested during the pandemic has seen a portfolio of $250,000 grow by as much as $40,000, according to Russell Investments....