Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Financial advisers can sometimes struggle to communicate the total value of advice to prospective clients - particularly in the face of concerted campaigns around industry super, index funds and emerging low-cost Robo advisers. However, a new report by Russel Investments has made it easier for advisers to create a clear, credible and attractive client value proposition that they can use to promote their business.
A thriving financial advice business looks very different today than it did only a few years ago. Increasingly stringent regulations and higher client expectations have left traditional advice firms struggling to make headway - with thousands exiting the industry. Interestingly, advisers prepared to adopt a modern financial planner business model are quickly filling the void and boosting their profitability at the same time.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
The COVID-19 pandemic has upended world economies, bringing with it sweeping changes in the way money is managed. Strategies that worked well to generate wealth in the past are likely to bring disappointing results in the years ahead, making it vital for financial advisers to adjust how they approach portfolio management.
Being in lockdown can bring feelings of uncertainty and despondency, but taking advantage of the imposed downtime to work on your advice business may help instil hope and position your firm for a brighter future once the pandemic is behind us.
A large portion of the financial advice sector is struggling under mounting compliance and governance demands, prompting some to leave the industry. While the old way of doing business is becoming less and less profitable amid higher regulatory costs, some advice firms are taking advantage of the regulatory reforms to find better solutions for their business and gain a unique competitive advantage.
Today's extraordinarily challenging market conditions have heightened investor uncertainty. High inflation is set to remain for the foreseeable future, following a downward trend over the last three decades. Central banks forecast that tightened monetary policy will result in sustained elevated interest rates. These shifts have dramatic implications for traditional asset classes, impacting portfolio risk management.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
In today's increasingly complex world, consumers need quality financial advice more than ever. Yet many advice firms are struggling; overburdened by regulatory and compliance obligations that are making it difficult to scale their business and keep fees affordable, resulting in more work for not necessarily any more profit. Too often, these are the advisors that are failing to capture the opportunity to modernise their business in response to changing industry requirements and customer needs.
