Michelle Krig New Business Manager, Macquarie Asset Management Ltd (at time of writing)
MICHELLE KRIG | MONDAY, 15 NOV 2021 The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition at scale successfully, advisers need a robust suite of digital tools-with ... Read more PAGE: 1 |
Latest News
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
Dividends up but share buybacks fall: Janus Henderson
Despite global dividends climbing in 2023, companies spent much less buying back their own shares.
Fund managers nervously await 'golden visa' reforms
Fund managers that rely on "golden visas" to attract rich investors are waiting with bated breath as the government overhauls Australia's "broken" migration system.
Franklin Templeton's Brandywine Global launches new fund
Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.