The hurried exit of the institutions from wealth management will create the ideal environment for quality advice to thrive.
At the same time, Australia’s rising personal and household wealth and debt; increasingly complex superannuation, tax and social security rules; and intergenerational wealth transfer, continues to fuel demand for professional advice.
The perennial question: “Can the average Australian afford advice?” is fast changing to “How can Australia’s ageing population turn their retirement nest egg into a stable income stream that will last for the rest of their lives?”
The 2018 edition: An Advice Revolution: How to think strategically to capture growth, explores these themes and many more including refining your advice proposition and building effective referral partnerships.
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