The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.
The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.
The transfer of governing powers from FASEA to ASIC, including the wind-up of FASEA from 1 January 2022, places increased demands on Financial Advisers.
HUB24 has recently published a paper, produced in partnership with Milliman. The paper talks to the subject: Measuring the cost of delay, which we have referenced here.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, 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.
Financial advisers regularly undertake an exploration of client goals to gain a better understanding of their clients. However, the targeting of specific financial goals in portfolio management is still not commonplace. The reliance on risk profile, in effect, dislocates client goals from Portfolio Management and makes it harder for investor clients to understand the value of financial advice.
Market leading investment and superannuation platform HUB24 has added Dynamic Asset Managed Account portfolios to its platform IDPS Choice menu.
Superannuation and pension accounts form a significant portion of financial advisory firms’ business. The vast majority of retirees have common core needs and concerns:
The world today is ruled by clients. Clients, customers, consumers; call them what you may. Never before have clients had so much access to information, or been so highly empowered to make informed purchase decisions. This requirement is the new norm for adviser-client retention and business growth.
There are tremendous benefits available to financial advisers and their clients by linking portfolio management directly to client goals.
Financial advisers can sometimes struggle to communicate the total value of advice to prospective clients - particularly in the face of concerted campaigns around industry super, index funds and emerging low-cost Robo advisers. However, a new report by Russel Investments has made it easier for advisers to create a clear, credible and attractive client value proposition that they can use to promote their business.
