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Financial planning
With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....
Financial planning
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities ...
Financial planning
Two financial advisers have shared with Money Management why they opted to specialise in certain client niches when setting up their own business. ...
Financial planning
The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the las...
Financial planning
CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....
Financial planning
With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relat...
Financial planning
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...
Financial planning
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong 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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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...