Independent

Are managed accounts the new disruptors?

Although managed accounts have been around since the late 1990’s they have only recently been making headline news. A recent Association of Real Return Investment Advisers (ARRIA) roundtable saw a panel of practitioners talk about the challenges of implementing goals-based advice and how managed accounts are assisting in this space. Supporting the ARRIA roundtable panel discussion were a number of the new managed account entrants including Mason Stevens, Managed Accounts and OneVue.

Alex Burke September 19, 2016

How to blitz your SOAs

Although the majority of SOAs are based upon templates, these should act only to provide the bones for you to flesh out the rationale for the customised and focused advice you’re proposing for a client.

Alex Burke August 15, 2016

Are Australian financial advisers prone to switching licensees often?

The length of time you’ve been with your licensee plays a significant role in determining how likely you are to change licensees.

Alex Burke July 25, 2016

Making the pension irrelevant – Vanessa’s vision

With gen x and y facing a possible economic tsunami, it’s now more important than ever for the industry to work together to make the pension irrelevant. We announced this goal earlier this month to our collective of financial services and funds management luminaries who we believe can work together to make this happen.

Alex Burke June 14, 2016

Ploughing a new path for investing

A growing demand for Australia’s agri-products means investing in agricultural properties can provide offer investors yield and capital growth in an expanding industry.

Alex Burke April 18, 2016

FOFA: Friend or 4-Letter Word

FOFA is another step in the road to professionalism so rather than rally against it, leverage it to boost your practice.

Alex Burke March 20, 2016

The legacy of Mark Rantall: five things to remember

Under the leadership of Mark Rantall, our industry has grown stronger, raising standards of professionalism and shifting public perceptions of financial services.

Alex Burke November 25, 2015

THE SEVEN HABITS OF MILDLY EFFECTIVE CRM USERS

CRM is a bit like a gym membership. You get what you put in. Use it occasionally, and you’ll see some small benefits. Use it correctly and you’ll become a powerhouse.

Alex Burke June 9, 2015

ROBO-ADVICE: NO THREAT TO ADVISERS

Robo-advice is coming and financial advisers need to be ready. But what is it and how will it affect the their businesses?

Alex Burke June 9, 2015

FINANCIAL ADVISERS – WHO ARE YOU?

Not all advisers are created equal, nor are their clients. One size does not fit all and I believe it is incredibly arrogant to suggest that it does.

Alex Burke June 9, 2015

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