11+ hour, 43+ min ago   (394+ words) This comes as the Government has essentially greenlit the large superfunds too invest deeper in their financial advice capabilities following the announcement of the implementation of the ‘New Class of Adviser’ regime. “Advice has the power to change lives, not…...

4+ day, 13+ hour ago   (562+ words) Whether advisers are using an asset-based, fixed fee or hybrid model, Vital Business Partners (VBP) said the effectiveness of any pricing model isn’t about its position relative to a market benchmark, rather it’s about whether clients see enough value to…...

1+ week, 13+ hour ago   (484+ words) Image credit: Songsak C / stock.adobe.com Managed accounts have exploded in the advice industry over recent years off the back of increased need for efficiency within advice practices in a bid to nudge capacity higher, leading to total funds…...

1+ week, 5+ day ago   (727+ words) It is no secret that the professional year can be somewhat a chore. For PY advisers, it is often unstructured, stressful and drawn out. For practices, it means taking on the financial and professional liability of training up a new…...

3+ week, 13+ hour ago   (641+ words) A few weeks ago, we were facilitating a leadership workshop with a large advice practice that has been around for more than 40 years. Its founder had built an incredible business before successfully handing the reins to her son and another…...

3+ week, 6+ day ago   (380+ words) Assured Support’s Quality of Advice Index paints the picture of an industry that has been steadily improving the quality of the product – i.e. advice – on offer. The results are based on analysis of 9,315 reviewed files from 1 July 2020 to 30 June…...