Let’s be honest: ESG will become yet another buzzword if we don’t get real. ESG can be much more than a trend. ESG is a chance for you to lead with purpose, build trust and deliver real value for your clients. The challenge? Cutting through the noise. Clients need to see that ESG isn’t just about good intentions; it’s…
Over the past year or so, there’s been a lot of buzz around private markets. Whether it’s private equity, private credit or infrastructure, these asset classes are no longer the exclusive domain of institutions and ultra-high-net-worth clients. They’re becoming more accessible, more productised and more relevant to the…
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over time. However we're doing this manually and it's time consuming. Is there any automated way to do with? Any reports built into…
For such a well-worn idea, the "Australian dream" is surprisingly difficult to define. Such is the nature of dreams, I suppose. From the most cursory of searches, the Australian dream was once London – "the Mecca to which all good Thespians should bend their steps," as per an article in Table Talk magazine from 1897.…
We have been discussing as a team if it would be more meaningful for clients for us to overlay key life events (the purchase of a house, paying for a child's wedding, receiving an inheritance etc) over a Portfolio Balance report so the clients have some context as to the drops and peaks in their portfolio balance over a…
This article has been taken from the NMP education library which has now moved to Advisely Let’s start with some troubling figures: according to recent projections, there are around 12 million Australians who say they have unfulfilled advice needs. The average adviser can work with up to 120 clients, and there are…
This article has been taken from the NMP education library which has now moved to Advisely Walker, who’s also a director at advice group WLM Financial Services, argued that the current inflation in asset prices – “and not just by a little bit” – is incongruous with the advice industry’s prevalent faith in passive…
This article has been taken from the NMP education library which has now moved to Advisely In our latest round of social research done on the effects of COVID, we found that almost 40% of all Australians are facing relationship strain over money – and history would tell us that many of those relationship problems will end…
This article has been taken from the NMP education library which has now moved to Advisely If ASIC’s goal is to make its regulatory framework appear less byzantine, though, the latest guidance on advisers’ new breach reporting obligations isn’t doing the regulator any favours. The refreshed obligations expand the…
This article has been taken from the NMP education library which has now moved to Advisely Over the past few years, so-called “finfluencers” have exploded in popularity on social media. The portmanteau combines the concept of social media influencers – think oft-sponsored travelogues, fashion and lifestyle content – with…
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