CLIENT RELATIONSHIPS

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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Financial planning

Over 1,000 advisers have attended BT Financial Group’s BTNext events across the country this week, with the events’ keynote speaker offering insights on better understand...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

6 days 20 hours ago