What advisers can learn from artistsBY JIM STACKPOOL | THURSDAY, 18 JUN 2020 9:37PM My son is addicted to art. Big time. Turn your back on him and he's sketching something, leaving trails of charcoal fingerprints in unlikely places, getting lost in his own space. Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
SIAA calls for fresh talent amid advice demand
|Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
|Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Diversa board backs chief executive pay rise, bonus amid First Guardian fallout
Diversa Trustees' board paid chief executive Andrew Peterson a bonus of $770,000 and increased his salary at the height of the First Guardian collapse, an inquiry heard, doubling down on its confidence in his leadership and suitability to lead the business.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
Unfortunately the regulator may not view advisers as part artists, but want to see quantitative evidence or calculations of the value created, or a time cost equivalent, and then from a perspective of a straw person - someone who will always seek the cheapest market option available, with limited emotional support or investment education needs, and with impeccable discipline and patience, able to implement much of the advice proposition on their own.