Tell your adviser your goals

TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

Do you want a plan for the next few years or for the next 10-20 years?
What sort of lifestyle do you realistically expect?
Are you saving to buy a house? To pay for your children's education? Will you need to support other people?

How to interview prospective advisers?

Questions to ask your financial planner

Investment Leadership Awards 2020 | Highlights

The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video

Fidelity Investments to hire 1000 advisers

13 April 2021, 12:28pm

Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. Read more

HNWs change views on advice

13 April 2021, 12:13pm

New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Read more

Research reveals true value of advice

7 April 2021, 12:42pm

Unadvised Australians are open to receiving financial advice, according to an IOOF survey, which also highlighted the qualitative benefits that improve lifestyles and overall wellbeing. Read more

ESG managed accounts on the rise

7 April 2021, 12:05pm

Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. Read more

Count snaps up three former MLC firms

1 April 2021, 12:45pm

Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand. Read more