How to be a successful financial adviser

A greater focus on the client makes for better business.

In today's increasingly complex world, consumers need quality financial advice more than ever. Yet many advice firms are struggling; overburdened by regulatory and compliance obligations that are making it difficult to scale their business and keep fees affordable, resulting in more work for not necessarily any more profit. Too often, these are the advisors that are failing to capture the opportunity to modernise their business in response to changing industry requirements and customer needs.

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The Lander Report - Market & Portfolio Insights

Welcome to the first edition of The Lander Report.

In this quarterly video series, Dynamic Asset's Portfolio Manager,  Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.

JL Feb Update LF 150221

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How Managed Accounts Make Your Advice Business Better

Are you looking to service more clients efficiently, while still meeting each individual's unique investment needs? A Managed Account can do just that, leaving you with more time and resources to nurture your business.  

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How to diversify your portfolio and manage downside risk

John Templeton, one of the world’s greatest investors, once famously said, “If you want to have a better performance than the crowd, you must do things differently from the crowd.” Templeton’s wisdom is particularly pertinent for today’s investors, who continue to pile desperately into overpriced stocks and property markets in the search for yield among record-low global interest rates.

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How to differentiate yourself from the pack 

By Matthew Walker | 21 Oct, 2020 |

It is no longer sufficient for financial advisors to simply offer quality advice; this is now the new benchmark, with consumers demanding more personalised services and advice that is transparent and easy to understand. Not to mention the ever-higher compliance and ethical standards imposed by regulators. Advice firms need something more to differentiate their services and stay competitive. 

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Benefits of using managed discretionary accounts

Managed discretionary accounts (MDA) address two critical issues facing financial advice firms; the rising costand inefficiencies caused by increased compliance requirements and changing client expectations for better transparency and investment performance. 

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Is Passive Investing About to Fail Advisers? Big time

These aren’t normal times. All asset prices are inflated, and not just by a little bit. Arguably we are living through one of the biggest bubbles in asset prices of all time given the massive government support required to keep the bubble inflated with massively inflated valuations during such lacklustre economic conditions. At the same time, there is an indelible belief in passive and quasi-passive investing.  

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How to evolve and future proof your financial advisory practice

The financial advice industry is in flux. Clients are increasingly aware of what constitutes quality financial advice and are seeking highly personalised and transparent services. At the same time, new industry standards are driving up compliance costs, putting traditional financial advice models into question. While this has led some firms to exit the industry, others see the changes as an opportunity to evolve their business in order to remain competitive and even boost their profitability.

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How goals based advice creates positive investor psychology

Fortunes have been lost because typical investor psychology rarely aligns with investment success. Most investors can recount stories of losing money after excitedly buying at the top to later sell at the bottom or following the crowd into an overhyped stock. This is why astute financial advice firms are switching to goals based investing; an approach that embraces – instead of struggling against – investor psychology for superior results.

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Are risk profile portfolios heading for the rocks?

More than a correction – a change of cycle

It’s becoming increasingly apparent that it’s a dangerous time in markets for investors. Governments and Central Banks around the world have reacted by pumping in immense amounts of stimulus to maintain price stability. But the more astute observers recognise this is a band-aid, not a permanent solution, and that traditional Risk Profile or SAA portfolios are not designed to navigate, or even survive, the future. 

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