Jarryd Thraves: Understanding the psychology of financial planning
The Perth-based financial adviser utilises his interest in psychology and emotional intelligence to help his clients reach their financial goals.
Source: professionalplanner.com.au
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Managed Accounts | Money Management
23 July 2021 Zenith managed portfolio clients have been added to the MyNorth platform and Macquarie Wrap as adviser demand grows for managed accounts. Interest in the products had been growing in the last 12 months thanks to their flexibility, transparency and convenience plus the reduction in administration, Zenith said. Steven Tang, head of consulting at Zenith, said: “Advisers are increasingly becoming more nuanced in terms of what they’re looking to offer clients – be it a focus on environmental, social and governance (ESG) or other bespoke client needs in portfolio construction –...
Source: moneymanagement.com.au