In 2022, the most successful financial planning businesses operate a model focused on client-centric holistic strategic advice, rather than investment management, as their key service offering.
In 2022, the most successful financial planning businesses operate a model focused on client-centric holistic strategic advice, rather than investment management, as their key service offering.
The Merriam-Webster Dictionary defines the word solution as: the action or process of solving a problem. Using this definition is a helpful way of assessing the benefit of the many investment solutions available to advisers today. Does what's on offer genuinely solve your business problem?
The superannuation and investment market is rapidly transitioning to Managed Accounts, with many also electing to use Managed Portfolio solutions as part of that transition. Funds in Managed Accounts are now estimated to be over $145B*. It's for good reason. Increasing client awareness and the rising costs of compliance reducing adviser margins demand new ways to satisfy clients and drive business efficiency.
Investment portfolio management is central to every financial adviser's value proposition and day-to-day life. How you go about portfolio management for your clients and your business creates client value and maximises your workflow efficiency.
It was nearly 60 years ago, back in 1964, that Bob Dylan wrote his anthem of change: The Times They Are a-Changin'. And so they were.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander examines the current state across the economy and markets, and the impacts of inflation, interest rates and geopolitical tensions.
As the pressure on the economy and markets rises, so too does the business risk that financial advisers face in relation to being able to deliver portfolio returns client's need and to any investment-linked revenue.
The economy has entered a phase that hasn't been seen for over 30 years. Interest rate hikes, geopolitical crises and high debt, places every segment of the market in serious trouble - and it's only the beginning.
How do you manage portfolios in such a challenging environment? What can you do to ensure your advice business survives and thrives?
Watch Dr Jerome Lander and Matthew Walker from Dynamic Asset discuss this and more in this compelling, insight-driven webinar recording.
The rising tide of regulatory requirements and constantly increasing client expectations are driving adviser costs skywards.
World stock markets are facing much consternation over key issues, including high inflation and the path of interest rates, the Ukraine war, and the Covid pandemic in China, all acting to disrupt supply and global trade.
