Why I'm not quitting financial adviceBY PETER HORSFIELD | FRIDAY, 6 MAR 2020 3:41PM If you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door. Their reason? Over regulation, increasing ... 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
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
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.
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 ...
Outstanding comments I related to your insights and share the many reasons you have mention.
Helping people is at the core of my daily life inside and outside my profession.
Hi Peter
Great article.
I am 66 this year, and i am no dinosaur.
Still in financial planning after 44 yrs and still enjoying and can see many opportunities moving forward.
Great article and great list. Reminds me too why I'm staying in the industry!
Great article - hope this is ok !! Your article is an inspiration to financial planners !!
Hi Jeff,
You inspire me!
And to others who have made time to comment. Thank you.
We're all in this together and together we all benefit together.
Cheers
Peter
Well your article.is realistic and encouraging but its your view...but just one thing... I am 67 and not a dinosaur ..I have a few more good years to go yet. I am enjoying the client engagement as much as I ever have ...not so much the rest i.e. compliance ,education etc.. its what we have to do..You have got a handle on things ..quite well ...but you cant replace experience with youth...you are a mere 48 .years of age so you can still learn a lot from us so called dinosaurs before we leave the Financial planning industry ?"Good Luck ...BD