 BRETT MENNIE | TUESDAY, 1 DEC 2020 Prevailing market conditions have shone the light on what other capabilities managed portfolio solutions on platforms have to assist advisers in servicing their clients and demonstrating value. In a low-return environment with low-interest rates and ... Read more BRETT MENNIE | FRIDAY, 17 JUL 2020 The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely manner during times of extreme market volatility. ... Read more PAGE: 1 |
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Cover Story
A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
Expert Feed
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The COVID-19 pandemic, despite all its associated challenges, could be described as the perfect storm to force a change of direction for the advice industry.
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The financial advice sector has been subject to massive regulatory reform over the best part of the last decade. While the intention of a lot of regulation ...
