1+ week, 8+ hour ago  (389+ words) Research from Natixis found that 65 per cent of investors do not plan to keep their parents" or spouse"s financial adviser when managing inherited assets." While Baby Boomers have traditionally shaped long-standing adviser relationships, the data suggests this cohort may…...

1+ mon, 5+ hour ago  (686+ words) Yet our research suggests that advisers who can demonstrate the long-term worth of advice may be far better placed to turn initial interest into enduring client relationships. Russell Investments" latest Value of an Adviser research shows that many unadvised Australians…...

5+ mon, 2+ week ago  (617+ words) Recent years have seen a shift from large licensees as leading the way for adviser numbers, with boutique licensees now holding a sizeable advantage. As the adviser ecosystem has changed in recent years, Padua Wealth Data revealed that boutique firms…...

6+ mon, 2+ week ago  (923+ words) DIY projects are meant to be fun, creative and save money, unless it's a DIY will kit, in which case they often end up being none of those things and costing families severely both financially and emotionally, which is why…...

10+ mon, 2+ week ago  (351+ words) As Australians and their financial advisers consider how they can maximise tax-savings this time of year, APS Foundation head Rachael Rofe suggested that such contributions, whether through a public or private ancillary fund, can form part of a "tax-smart strategy…...