 MICHELLE BALTAZAR | FRIDAY, 19 MAY 2017 The time is ripe for financial advisers to embrace their role as digital activists - fiduciaries who are early adopters of finance technology. This was the main take-away at the Netwealth Group Study Tour, an intensive four-day program where more than ... Read more MICHELLE BALTAZAR | FRIDAY, 25 NOV 2016 You think credit cards are evil, you get giddy over tax and you love insurance. You are most definitely from another planet. There was a spring in the steps of the delegates at the FPA Congress yesterday. Here's a bunch of people whose thirst for knowledge ... Read more MICHELLE BALTAZAR | THURSDAY, 24 NOV 2016 The word 'disruption' never got a mention at yesterday's FPA Congress but if there was an industry getting disrupted on multiple fronts, financial planning is it. From robo-advice to persistently low levels of consumer trust and the talent drain away ... Read more MICHELLE BALTAZAR | THURSDAY, 18 FEB 2016 Words, not just actions, have the power to transform financial advice. This week I attended a roadshow hosted by the Association of Financial Advisers (AFA). It was pretty full-on: one speaker after another from early morning through to lunch on how ... Read more MICHELLE BALTAZAR | WEDNESDAY, 12 AUG 2015 This update is brought to you by the letter G and the numbers 9, 7 and 3. Yes, Wall Street just tipped its hat to Sesame Street in heralding the next chapter of the almighty Google. As of August 10, New York time, in the year 2015, Google Inc. will ... Read more MICHELLE BALTAZAR | FRIDAY, 12 JUN 2015 ... and determination of the financial advisers present in the room, the future of the industry is in good hands. Michelle Baltazar was a guest of AFA Inspire, the AFA's special interest group focused on connecting women in advice. Find out more about the ... Read more PAGE: 1 |
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Capstone joins forces with PictureWealth to form $22bn FUA planning network
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Product showcase: Reframing financial advice
Brought to you by Generation Life.
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.
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