Being in lockdown can bring feelings of uncertainty and despondency, but taking advantage of the imposed downtime to work on your advice business may help instil hope and position your firm for a brighter future once the pandemic is behind us.
Being in lockdown can bring feelings of uncertainty and despondency, but taking advantage of the imposed downtime to work on your advice business may help instil hope and position your firm for a brighter future once the pandemic is behind us.
A large portion of the financial advice sector is struggling under mounting compliance and governance demands, prompting some to leave the industry. While the old way of doing business is becoming less and less profitable amid higher regulatory costs, some advice firms are taking advantage of the regulatory reforms to find better solutions for their business and gain a unique competitive advantage.
Today's extraordinarily challenging market conditions have heightened investor uncertainty. High inflation is set to remain for the foreseeable future, following a downward trend over the last three decades. Central banks forecast that tightened monetary policy will result in sustained elevated interest rates. These shifts have dramatic implications for traditional asset classes, impacting portfolio risk management.
Structural changes in global investment markets are casting doubt on the revered 60/40 asset allocation traditionally utilised by financial advisors. Rather than boosting returns and protecting investors during downturns, it could fail to deliver an adequate mix of protection and returns.
Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).
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.
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?
Dynamic Asset Consulting recently announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset Managed Account and investment management solution to its approved product list (APL).
Once you've determined that your financial advice firm would benefit from the efficiency and transparency of a Managed Account solution, or you're simply starting to explore options, then the next step is to find a platform that will meet the unique needs of your business and clients.
Regulators are increasingly asserting that financial advisers must provide solutions that directly meet their clients' financial goals. At the same time, investors are demanding a better customer experience and more personalised services.
