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Play iterated games. All the returns in life, whether in wealth, relationships, or knowledge, come from compound interest.
Such shit commentary here! The lack of care and to question a kid in his third game for running hard? What, he deserves it given some unwritten rule bullshit? Pathetic take
Why advice could be worth $630 billion to the nation – New Model Adviser newmodeladviser.com.au/3401/why-advic…
ASIC's consultation on advice access has the potential to be a "transformational undertaking", the newly promoted minister tells Professional Planner. The key, she reckons, will be getting advisers to tell their stories. bit.ly/3ioV2Le
Great to see FPA’s Professional of the Year @zleeson CFP® at @HPH_Solutions share his tips on how you can put your best financial foot forward this year on @sunriseon7.
Want to take control of your finances? We asked the experts to share their top tips for becoming money savvy in the New Year 💰
@AustraliaFPA Financial Planner of the Year shares tips on #sharemarket #investing with @sunriseon7 team. youtu.be/7Rcw0OYZvk0 via @YouTube
Want to take control of your finances? We asked the experts to share their top tips for becoming money savvy in the New Year 💰
We both know so many great advisers don’t we @pittdavidfp It is a big list. You’re right up at the top mate. Appreciate the shout out.
In my “swan song” as I approach retirement I hope to make clear our old ways actually prevents the people who need it most from getting advice. Our industry wants to help people with AUM rather than help build AUM. That’s a greedy model. Let’s be better.
And expertise. All three of which do not scale with assets, hence the problem with all-you-can-eat AuM pricing. @BobVeres @CarolynMcC @TheGrahamBrand
Truer words never spoken. The idea complexity = account size serves advisors. Maybe it’s true sometimes not all. The defensiveness on the topic of AUM pricing suggests ... well, many things. Leave it at that.
You all are singing my song. Proud to be a complexity based advisor and charge accordingly.
5 Truths About the Pricing Revolution in Wealth Management at.law.com/Yar5xi?cmp=sha… via @ThinkAdvisor
Interested in your perspective @Value_Strat Look forward to a chat next week.
I characterize a "non-AUM" client as someone who literally doesn't HAVE available liquid assets to manage in the first place. Might have high income. Significant net worth. CAN pay for advice. But doesn't HAVE assets to manage. AUM practices reject them altogether. No assets!
Wall Street often mocks Main Street for its lack of investing prowess. But the evidence is mounting that individual investors aren’t so dumb after all. wsj.com/articles/you-d… via @WSJ
wsj.com
You, Dear Investor, Are Patient, Prudent and Calm
Wall Street often mocks Main Street for its lack of investing prowess. But the evidence is mounting that individual investors aren’t so dumb after all.
Switching to fixed fees: Adviser tackles the ‘vexed question’ via @planner_tweets @rob_pyne intlo.me/2IoYN3g Some great insights here. Financial advice fee models starting to look like accounting service packages. Efficiency is key to ensure margins remain healthy.
Good @Rob_Pyne discussion - 15+ years into fixed fee model... key point: fees DO get sticky, & harder to raise fees manually than 'natural' AUM raises. (Why I advocate fee-for-service is better for non-AUM clients than to compete WITH the AUM model.) kitc.es/2v413VO
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