The 4 pillars of trust advisers need
CoreData’s Simon Hoyle says advice practices need to keep their eyes up and address four key areas if they are to win back their clients’ faith. Tahn Sharpe writes.
August 07, 2018
Innovate less and plan less: leading adviser
Mediq Financial Services managing partner Ravi Agarwal said growth came at his firm after people stopped trying to find the next new, new thing and went back to basics.
August 06, 2018
‘Quant guys’ no match for complex markets: academic
The stock market is too tricky for quantitative analysis, a professor of experimental finance says, and should be approached with more nuanced methods. Tahn Sharpe writes.
August 03, 2018
The wrong reason to set up managed accounts
Before moving onto managed accounts, advice firms need to ask themselves why they’re doing so. It better not be for increased margin, asset manager Dan Miles says.
August 02, 2018
Funds anticipate move to open super
The government-mandated open banking system, due to start mid-2019, will eventually spread to superannuation, one data consultant says. And super funds are onto it.
August 01, 2018
Clients expect friction-free service
Consumers are now comparing advice firms’ client-engagement services with a standard set by tech companies. Follow their lead or fall behind, Netwealth’s Matt Heine says.
July 31, 2018
The value of values
Values are the building blocks of your culture and they are worth real money to your business. Define them, refine them, and live them to grow.
July 31, 2018
The danger behind active versus passive
Investors are going into passive funds at the wrong time and for the wrong reasons, MFS’s Carol Geremia has said.
July 30, 2018
Tech that eases the burden
Advisers and wealth management professionals expected to provide seamless investment portfolio execution should employ new tools such as model portfolios to do they heavy lifting.
July 30, 2018
Regulation overtakes disruption as key market concern
Fund managers say the new theme to watch in stockpicking is regulatory change. That, and an over-reliance on investments in business-to-consumer companies.
July 27, 2018
