A market correction can spell disaster for a financial planning business. Time is lost calming clients’ nerves rather than building your business. Some clients may even leave after seeing their capital shrink, and your income may plunge along with the market.
Welcome to the latest edition of Making Sense with Portfolio Manager, Dr Jerome Lander.
The December 2023 Dynamic Assets Making Sense webinar featured Dr. Jerome Lander discussing the macroeconomic and geopolitical landscape. We also discussed the main issues affecting markets including inflation, interest rates, and economic growth amid geopolitical influences.
You can watch an edited version of the webinar (8min 25sec) by clicking the link below.
When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition?
In today's fast-paced, technology-driven world, the adage 'if you're not moving forward, you're moving backward' holds particular significance, especially in the financial sector. For Australian financial advisers, remaining static in the face of evolving challenges and opportunities is not just a risk – it's potentially a path to obsolescence.
Welcome to the latest edition of The Lander Report.
In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.
The September quarter was a case of back to the future for weary investors. The US S&P 500, Dow Jones Industrial Average and Nasdaq all suffered their worst quarter performance since the same period last year. In Australia, the ASX 200 has returned to its March lows.
Financial advisers come in many shapes and sizes with various approaches and value propositions to suit their clients and business goals. Yet, all share typical dynamics. Beyond the need to be profitable enough to survive, they need to:
The idea that we should invest to meet our needs and goals is basic common sense. However, somewhat surprisingly, that is not what most players within the investment industry do.
The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP.
