Advice begins where market returns end
The dearth of active managers actually beating their index is a reminder to advisers that their own value proposition can't be predicated on their ability to select outperforming investments. Read more here
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David Haintz AM的更多文章
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Early Bird Offer Closing 31 August2020年8月20日
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Broadly, as you may well know, key issues for advisers are lack of growth, lack of efficiency, automating systems and…
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Advice in a crisis (or any other day)2020年5月15日
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Reason to be optimistic: advice over the horizon2020年2月24日
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You don’t have to go too far in Australian financial advice circles before you hear the last rites for the industry…
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What problem are advisers trying to solve?2019年10月16日
What problem are advisers trying to solve?
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It’s not disruption, it’s opportunity2019年8月20日
It’s not disruption, it’s opportunity
Netflix didn't disrupt Blockbuster video. The client experience did.
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Where advisers really add value2019年8月18日
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Advisers’ technical know-how should be accepted as read. Where they really add value, at least in the client’s eyes, is…
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Seven Steps to Successful Transitions2019年7月6日
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Everywhere you look, advice firms are transitioning in one way or another. Whether it be to a new investment approach…
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Ten Reasons to be Cheerful2017年1月1日
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Forecasting & The New Year2015年12月31日
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Aside from reports on shark attacks and cricket, the onset of the festive season and summer in Australia and New…
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The New Wealth Adviser2015年12月7日
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Director and Financial Planner
5 年A very good article and a great comparison with the change of approach Travel Agents had to make.
CEO & Principal, Wealth Planning & Ethical Investment advice to professionals & their families, charities and trusts
5 年I really like your concept of the Life-First Adviser, David - much more valuable for clients than merely focusing in investment.
Chairman SCC bv
5 年Agree with Josef! Would be a great topic as www.agingfinance.com? inaugural annual conference (24-25 Sep 2020 - Singapore) !
Regional sales and channel leader | 15 years in indexing for ETFs and wealth management
5 年David, I enjoyed reading your article. Per usual you are spot on. We are seeing this shift in US and Canada advice practice as well. Although never as fast or as completely as one would hope. I agree with you that those who make this shift you spell out will have a more secure and rewarding practice. Thanks for sharing your thoughts and experience.
Financial Services Industry Bachelor of Commerce (Accounting) Bachelor of Laws (University of NSW, Sydney) Former Head, Channel Management - Australia & New Zealand at S&P Dow Jones Indices
5 年Thanks David for referencing our SPIVA research.