Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.
Women have long been underserviced by financial advice. Four professionals who cater to the needs of female clients discuss how they have better marketed their services.
Statements of Advice have long been a viewed as protection document for advisers and licensees rather than a guide for consumers. For practices that have adopted video SOAs the process has become streamlined and they can more confidently prove consent from the client.