Model Portfolios for efficiency

Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating. Core data in their report Adviser efficiency: Business Processes in Australia reach the conclusion that if advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.

Our Business Development Managers are here to help
Platform Strategies 30 Jun 2017
How do you balance the need to invest for growth whilst protecting clients against the kind of losses that can derail their retirement plans? Wrap Capital Protection can be a suitable solution. View case studies outlining strategies to help clients manage risk, approach retirement and receive a minimum benefit.
8 min read
Investment strategies 28 Apr 2017
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
5 min read
Insurance Strategies 07 Jun 2017
If you have a wide client base, it’s likely that you see people from a variety of professions. It’s worth taking the time to consider the nature of your clients’ occupations to see if there is a specific type of protection designed for them. Alternatively, you might find that your clients employ someone, or have someone in their family with a special role that may need more tailored insurance solutions.
9 min read