 JAMIE WILLIAMSON | THURSDAY, 21 DEC 2017 ... development of financial literacy programs. By now, it's easy to see why both Tim and Claire were named in Financial Standard 's FS Power50 for 2017, highlighting them as two of Australia's most influential financial advisers. "To be seen as influential ... Read more  JOHN DE ZWART | FRIDAY, 18 AUG 2017 ... relationship and must be a core part of your value proposition. There are many different types of clients - in terms of their financial situation, their lifestyle and attitudes, and their financial literacy. What they all have in common is the need for ... Read more  ABRAHAM TEO | FRIDAY, 4 AUG 2017 ... expanding array of international reporting requirements as well as a domestic need to obtain more information to manage financial system stability, regulators are starting to mandate new reports and more complete data. In most cases, APRA and other regulators ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 When you envision a typical financial adviser, Darren Johns probably wouldn't come to mind. He rides his bike to most client meetings, rarely wears a suit to work, and on his feet are "funny five fingered" rock fishing shoes. "People find them fascinating ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Hailing from Australia's coffee capital, head of financial planning at Fiducian Financial Services, Robby Southall appreciates a stronger blend. "My order is always a double shot. There's a lot of early mornings catching flights and I don't live anywhere ... Read more DES LEE | THURSDAY, 22 JUN 2017 The Financial Standard publishes a number of news and information products for the financial services industry. For further information on advertising or sponsorship opportunities, please complete the form below and a member of our sales team will contact ... Read more MARSHALL BRENTNALL | TUESDAY, 13 AUG 2013 Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. 1) Tell me why you decided to enter the Smileys. One of the main drivers behind ... Read more |
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Showcase: A sharp lens on global infrastructure
|Ask any financial adviser what they look for in a fund manager and they'll likely name three traits: proven expertise, product endurance and institutional edge.
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
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.
