Advisers who wish to attract HNW clients must provide a viable and effective value proposition to SMSF members - and that may mean developing a new advice framework.

Assyat David, Strategy Steps

Defensive portfolios face two permanent risks – interest rate risk and inflation risk. Managing these should be the highest priority of any defensive portfolio...

Doug Turek, Professional Wealth & Jonathan Howie, iShares

Developing a scalable and efficient advice proposition means transforming every aspect of the business – from client communication, compliance, staffing and profitability...

Santi Burridge, Implemented Portfolios

Michael discusses how his firm combines portfolio diversification with active portfolio management, to ensure client's goals are met.

Michael Kitces

Many practitioners want to manage their clients’ asset allocation more proactively (not tactically!) but find the implementation issues confusing...

Tim Farrelly