Why coaching has profound effects in financial adviceBY GEORGIA MAURICE, DUGALD BRAITHWAITE | FRIDAY, 1 DEC 2023 8:00AM As specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service.
 Picking winners in a higher rate environmentWhile
the
Australian
consumer
has
been
more
resilient
than
expected
in
an
environment
of
rising
interest
rates
and
inflation,
investors
will
need
to
monitor ...  In limbo: Robo-adviceThe
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...  Why advisers should consider offering general insurance to HNW clientsI have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.  Get prioritisedI'm a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn't run on ever again. I love watching local games.  The role of AI in financial planning: Insights from the USEver
since
ChatGPT
burst
onto
the
scene
late
last
year,
generative
AI
has
been
front
and
centre
of
business
discussions
and
financial
planning,
just
like ...  What technical questions are advisers frequently asking?After fielding 2000 queries from financial advisers in the last quarter, here are the most popular questions the BT Technical Services team answered.  Investing ethically by using an ESG frameworkAs
a
financial
adviser
that
works
closely
with
clients
in
the
medical
industry,
I
am
increasingly
asked
by
these
clients,
"How
I
can
apply
the
values ...  Bigger, older, hotter and deeper in debtWhile
cynics
may
see
the
latest
Intergenerational
Report
(IGR)
as
a
futile
exercise
because
projections,
by
their
nature,
never
come
true,
it's
one
of ...  Cybersecurity essentials for advisers and practice ownersIt's a scary reality that cyber breaches are becoming more and more common.  AFCA determinations: Ignore at your perilAll AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA). |
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Against all odds
MANISHA BHUDIA
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WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
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Expert Feed
In limbo: Robo-advice
The
fate
of
Australia's
robo-advisers
hangs
in
limbo
as
the
triple
threat
of
spooked
investors,
lackadaisical
client
interest,
and
regulatory
strangulation ...
Cybersecurity essentials for advisers and practice owners
It's a scary reality that cyber breaches are becoming more and more common.
AFCA determinations: Ignore at your peril
All AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).
Savers being robbed by inflation
Many savers feel that they are, at last, enjoying higher rates of interest.
