Since emerging around a decade ago, the term ‘Wealth Management’ has become a sort of default moniker for a wide range of financial services and offerings, similar to ‘climate change’, ‘fat-reduced’, and ‘social networking’. The term has been used (and abused) by many...
When you have a reputation for expertise, clients and professional networks will refer new clients who fit your target market An adviser attending one of our recent workshops greeted me and smiled, saying, “I want to thank you because I’m really kicking some goals....
Wow, what a start to a new year. We’re nearly at the end of the first quarter of calendar 2008 and we seem to be in whole new territory. Perpetual Investments tell us we had the worst start to a stock market calendar trading year in more than 130 years (“Warning After...
There are a few inconvenient truths surrounding the wealth management spoils of 2007. We seem to have forgotten the person who is paying for our party. Our clients. There is a fixation on rock star money pickers or market timers, who have usually taken no personal...
At present, Australian advisers are enjoying the strongest market conditions ever thanks to unique alignment of once-in-a-lifetime superannuation legislation and record stock market levels. The supply of financial advice currently can’t meet the demand for services....