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Asking questions and listening are paramount to servicing clients from diverse cultural backgrounds, according to an executive. Ahead of the inaugural Women in Finance Summit 2023, business advisor
Australians who sought the guidance of a financial adviser found themselves 5.9% better off annually than their non-advised counterparts.
The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago.
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete, writes Neil Macdonald.