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July 7, 2022
The Quality of Advice Review should distinguish between certified money coaches and those individuals who describe themselves as ‘wealth coaches’ as the roles are misunderstood.
June 28, 2022
While financial products with a focus on ESG are booming, the local market hasn’t realised the potential in screening for women’s equality issues.
January 12, 2022
As more people return to work for 2022, a new episode of the ifa Show looks at what’s in store this year! Host Maja Garaca Djurdjevic is joined by fellow presenter Neil Griffiths who recently sat do
December 29, 2021
2021 has been another eventful year for the advice industry. As well as dealing with the prolonged impacts of the COVID-19 pandemic, the sector was handed a number of new regulation changes in Octob
December 10, 2021
There is a “reimagined role” for financial advisers where incorporating money coaching to the financial advice process could lead to demonstrable value for advisers and clients, according to Milford.
December 1, 2021
Working as a money coach is less about “manifesting money” and more about helping clients’ understand their financial blind spots, according to former financial adviser.
October 19, 2021
Money coaches say women have less invested than men because they are afraid of not getting it absolutely right.
June 10, 2021
Worthing school offers new scholarship for students who have struggled during pandemic Our Lady of Sion is offering a new scholarship for students who have struggled during the covid lockdown. Thursday, 10th June 2021, 12:23 pm The Louise Humann’ Scholarship – named after the inspirational educationalist who was instrumental in the birth of Sion education in the 1800s – is for Year 10 students and will start this September. It has been created for students who have struggled to access le...
April 29, 2021
Clockwise from top left: Karen Eleyu, Steven Fine, Simon Burke and Peter Horsfield While researchers and Professional Planner poll respondents predict adviser numbers will soon drop to 13,000 and below, many industry observers quietly predict the number will settle at a far more conservative 15,000 to 17,000. A recent Professional Planner poll asking advisers “ How low will registered adviser numbers go before they stabilise and start to grow again?” received a grim response; 17 per cent ...