Tags » Financial Adviser

Panacea Adviser survey: 89% of advisers say Robo-Advice is a threat to the industry

Almost nine out of ten financial advisers warn that automated services pose a threat to traditional face-to-face financial advice, research by Panacea Adviser has revealed. 564 more words

Financial Services

Getting your Human Resources in order

A free guide to HR by Panacea Adviser

These are significant times for the advisory profession as regulation continues to drive financial services to the brink. 183 more words

Financial Services

Brexit, What next for MiFID?

The Markets in Financial Instruments Directive (MIFID) was an EU regulation initiative that aimed for harmonisation of financial services regulation in Europe’s 31 member states. 237 more words

Financial Services

An adviser’s perspective

I’ve been a financial adviser for about 17 years, and have met with quite literally hundreds of clients. I’ve always found it fascinating to learn how people think and act in respect of their wealth. 332 more words

Finance

9 PERSONAL FINANCE MYTHS (AS REPORTED BY TRENT HAMM ON WWW.THESIMPLEDOLLAR.COM)

There are a lot of personal finance experts out there trying to get your attention with bold predictions and feel-good advice. Not all of them have your best interest in mind, however. 76 more words

Financial Decisions

28 June 2016 (AFR) - Former financial planner takes Westpac to court for bad advice

(28 June 2016, AFR, p3, by Misa Han)

‘A former Westpac financial planner is suing the bank, saying he has lost more than $800,000 and is at the risk of losing family home because Westpac gave him bad advice about structured financial products. 122 more words

0.General

CHOOSING A FINANCIAL ADVISER (AS REPORTED BY PAUL SULLIVAN ON WWW.NYTIMES.COM)

Not everyone needs a financial adviser, and not everyone can afford one. But if you should find yourself in the position to hire someone to manage your money, or at least offer advice, it is important to know whether or not they are the right person for the job. 85 more words

Financial Planning