Getting advice right for clients moving into retirement is arguably the industry's biggest challenge. It involves complex changes and asking the right questions.
Simon HoyleApril 18, 2017
The founder of Fortnum Financial Group says the former ANZ advice leader is the best man to lead the non-aligned dealer group into a new phase of growth. Simon Hoyle writes.
Simon HoyleNovember 17, 2016
A combination of product and advice solutions are required in addressing the challenges of retirement planning, says Craig McCulloch, senior consultant, Milliman. McCulloch (at right in the picture) told the 2015 Post Retirement Conference that product solutions can often be sold as a cure-all for retirement planning. “Invariably they are sold as some kind of […]
Glenn FreemanMarch 17, 2015
Financial planners must turn their back on cheap dealer groups and start paying a fair price for licensing and compliance if they’re to earn the respect and credibility they desire, states an explosive new white paper written by leading industry experts. The Sky is Falling, written by executive chairman of Fortnum Financial Advisers Ray Miles, […]
Leng YeowJuly 30, 2013