financial advice

Henri Aram made an indelible mark on the advice industry by putting retail clients front and centre. Just ask former NAB chairman Michael Chaney.

The question, in my view, isn’t what is affordable. It’s this: what price should we be willing to pay for long-term financial security?

With the mass exodus continuing, advisers are often taking on more clients than they can possibly handle.

The integration of its marquee business acquisitions has helped the nation’s largest provider of financial advice services turn the corner.

The value of advice is one of the hottest topics in finance right now. Successive governments have effectively strangled the demand side of the financial advice market, through layers of red tape and compliance, to the point that financial advice is now borderline unaffordable for many.

Rough day but positive finish, tech leads the way, iron ore’s new high, AMP’s new low The ASX200 (ASX:XJO) managed a small gain despite a volatile day on markets, finishing 0.1% higher on Friday taking the weekly gain to 1%. Once again, the tech sector is leading the way, jumping 4.4% over the week as it appears inflation…

ASX down but positive week, energy shines, asset management dispersion  The ASX200 (ASX:XJO) fell 0.7% on Friday but managed to deliver a positive return for the week, finishing 0.6% higher. The commodities sector was hardest hit on Friday, falling 2.0%, with the IT sector continuing to fall as valuations are reset in response to higher bond rates….

How do you know you need advice? Seeking advice can be a challenging endeavour for most people. It is not so much that advice is hard to find, but more so that the abundance of information out there offers so much, but under it may lie hidden intentions – but more on this later. Here…

ASX200 jump again, BHP (ASX:BHP) records broken, Ansell (ASX:ANN) demand continues The ASX200 had another strong day, this time a combination of energy (1.34%) and IT (2.54%) sending the price higher. It seems overseas investors may have identified Afterpay (ASX:APT) as a cheaper alternative to their own Affirm (NASDAQ:AFRM) with the company hitting another all-time high today. BHP Group (ASX:BHP) released their…

In a world of stockbrokers, financial planners, advisers, coaches, and wealth managers, who can you trust to invest your money? As a stockbroker that began fifteen years ago, I witnessed first-hand how the financial advice industry underwent significant changes caused by a long list of events such as the Global Financial Crisis, online broking, FOFA…