Capacity planning: how many clients can your practice really serve well?
The future of advice will involve solving capacity constraints through smarter systems and better use of technology.
Levera launches conference to highlight the operational efficiencies from outsourcing
For many advisers the biggest pain point is bottlenecks in admin that take them away from their clients. A new conference will explore how robust deployment of...
Light-bulb leads to long-term Levera leverage
It is so often the case, that a successful product or service arises from necessity. For financial adviser Steve Sloane, managing director of Link Wealth...
Advisers investing time and money to protect clients from scammers
Advice firms are on the front line in combatting this nefarious activity that often targets seniors and has cost all Australians nearly $150 million this year...
'Inefficiencies' the number one block to increasing advice practice profitability
There are significant tailwinds behind the financial advice industry at the moment, but some major obstacles are still preventing advice practices from taking...
What makes a good company AGM, and when it's right to turn someone's mic off
Whether it's the right agenda, executive engagement, cold catering or the right to put a rambunctious shareholder on mute, there are myriad elements that go...
'Growing backlog of work' overwhelming advisers: Diverger
CEO Nathan Jacobsen discusses the challenges confronting financial advisers in what has been a difficult year for the industry.
BT Panorama records net inflows ahead of sale
Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer.
Advice firms 'drowning' in meetings hitting productivity
Global consulting firm McKinsey recently posed the question “have you ever asked why it is so difficult to get things done in business today –...
How to save 48 days of admin per year
Managed accounts have been around for close to two decades, but they’ve only just started to take off. That charge is being led by financial planners and...