Stakeholders reject overly complex products: 'If I can't explain it, I can't use it'
If managers present a fund that has a convoluted structure and can't be described with clarity and transparency, what hope does an adviser have in then...
$226M per adviser: Retirement opportunity set ‘never been better’
It's a dire situation for consumers but a massive tailwind for financial advisers. More people and more capital in the superannuation coffers than ever, with a...
Financial advice and the power of language
Most advisers know the value of changing their language when switching from industry speak to client discourse, but many still fall into the trap of distancing...
Number of wealthy investors not seeking advice 'persistently' high
Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according...
The value in talking to your clients about values: Invesco
When Invesco Global Consulting asked advice clients if they were having ESG conversations with their advisers, three specific investor groups stood out.
What makes a good financial advice client?
When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: "Am I good client?" they asked. "How could I be better?"
The three reasons high net worth investors don't seek advice
People stepping up from the $1m-$2.5m bracket to the $2.5m-$5m bracket are the most likely HNW investor to be unadvised, data shows, with a greater allocation...
Client relationships depend on fast and slow thinking channels
The last thing an adviser wants is for their client to be sitting in front of another adviser in 12 months, explaining how their last adviser didn't understand...
Advice benefits becoming clearer to the masses
Studies highlight just how much the benefit of financial advice is filtering into the public consciousness. After the pandemic, and with inflation soaring, the...
8 things clients want advisers to know about them
Clients want advisers to ask them questions. They want advisers to know more about them, and research from Invesco Global Consulting can shed some light on the...
Adviser-friendly investor forum to plug gap with millennials
The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.