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The teetering diamond miner Alexkor might be a lesser known victim of State Capture, but evidence before the State Capture commission suggests Gupta family associates not only had an interest in the company’s diamond sales, they also had grand plans to use a repurposed Alexkor for their own c...
Simon Hoyle is an independent financial advisor recruiter He helps advisors' practices and clients maximize their net. He is responsible for consulting with financial advisors with a broad range of focuses, bringing them to a better place while revealing unknown broker dealer and RIA benefits in the marketplace. Also, Simon provides valuable insight and metrics to buying and selling financial practices, including the why and how of remote client opportunities.
If a career in financial services doesn’t work out for Paul Barrett then he could seemingly make a decent living as a chippie: he’s hit the nail on the head with his recent column about the affordability of financial advice. Barrett argues that life, and finance, are complex and therefore financial advice is complex and has a price tag to reflect this. Rather than looking for ways to reduce the price of advice, the industry should revel in the complexity of the issues it solves for its clients and be unashamed about the cost of its services. Of course, cost is half the equation. The other...
They eschew publicity and don't want to become "another voice" representing advisers, but this group of licensee notables is meeting regularly to not only discuss the challenges before them, but see if they can figure out a few solutions.
Familiarity breeds contempt or, at least as far as financial advisers are concerned, familiarity breeds dissatisfaction. The longer an adviser has been authorised by a licensee, the less satisfied the adviser is likely to be with that licensee, across a range of measures. At first glance this might seem a counter-intuitive result. If an adviser is dissatisfied with a licensee the more likely you might think they’d be to switch to a new one. But it seems that advisers are happy to stick with a relationship that’s leaving them increasingly dissatisfied and then bitch about it in research li...