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Why digital adoption shake-up has impacted advisers more than clients - Vimarsana News

Why digital adoption shake-up has impacted advisers more than clients

An Australian fintech provider managing director believes financial planners have been the most affected by the digital transformation brought on by the COVID-19 pandemic. On a new episode of the ifa

Source: ifa.com.au
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Hans EggerNeil Griffiths
Graduates adding value in Professional Year - Vimarsana News

Graduates adding value in Professional Year

Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it.

AstuteWheel backs Adviser Innovation Summit - Vimarsana News

AstuteWheel backs Adviser Innovation Summit

The client engagement platform has come on board as a platinum sponsor at the 2022 Adviser Innovation Summit. This year’s summit has been designed to equip advisers with the knowledge and tools arou

Source: ifa.com.au
What clients want: It's all about the endgame - Vimarsana News

What clients want: It's all about the endgame

If you had to say what clients want most, the shortest answer would have to be “achieving goals”. For them, it’s all about the endgame.

Source: ifa.com.au
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Hans EggerIt S
Why advisers must change 'goals discussion' with clients - Vimarsana News

Why advisers must change 'goals discussion' with clients

The current approach to how advisers discuss goals with their clients is “no longer” viable, according to the managing director of an Australian fintech provider. In a new opinion piece published

Source: ifa.com.au