June 20, 2017

Plumbers with leaky taps – planners without plans

The most recent Future Ready analysis has been released, and most practice principals remain optimistic about their business over the coming 12 months. Rod Bertino of Business Health details some of the key outcomes, and what impacts they have on practice expectations and planning.

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Advisers beware

The impending inter-generational wealth transfer presents a significant opportunity for advisers to broaden their client base. However, advisers also face immense challenges in educating these Aussies who lack basic financial literacy.

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