FINANCIAL SIMPLICITY THOUGHTS

Everything between the customer and their money in a fee for service basis means you are being expected to put pressure downstream and you are being evaluated yourself on value add.

By | June 20th, 2019|Categories: Uncategorized|

How does this impact wholesale service providers ? Increasingly it is becoming clear that the focus for every service provider between investors and their investments has to combine value for the customer combined with how [...]

Full circle, stockbroking being the future of the industry

By | June 10th, 2019|Categories: Uncategorized|

Are we heading full circle back to broader stockbroking based servicing of private clients?

What is the regulatory impact of increased consumer involvement ?

By | June 7th, 2019|Categories: Uncategorized|

We are living in a world where the level of acceptability of servicing of consumers is increasingly being defined by the consumers themselves, which is suggesting more consumer involvement in regulation. Are our systems, processes [...]

What does the future of wealth management have to do with pioneering of powered flight?

By | May 8th, 2019|Categories: Uncategorized|

  The introduction of powered flight was a major innovation and was achieved through a significant change in thinking of both what the problem was and the skill sets that actually got the successful group [...]

How Fees Can Destroy Your Wealth

By | October 23rd, 2018|Categories: Uncategorized|

A well researched paper from our friends at InvestSMART on the long term impact of fees. https://cdn-blob.investsmart.com.au/reports/InvestSMART_HowFeesCanDestroyYourWealth_2018.pdf Our sense is that as this is better understood that there will be intense pressure to not only [...]

Managed Accounts …Explained

By | September 21st, 2018|Categories: Uncategorized|

Over the years, there has been much developments with managed accounts, and with it has brought on a myriad of terminology and acronyms that unlike the firm 'legally defined' boundaries of a ‘unit trust’, the [...]