Lee Travis, chief executive at NMBA, offers his advice for the 21st century adviser trying to keep pace with tomorrow's market
They may not have been the first to utter this immortal line but, as a fan of 'dad rock', I believe Bon Jovi said it best in their 2010 song The More Things Change: "The more things change, the more they stay the same". Although Jon and Richie were not directly referencing the current financial advisory market, the sentiment behind the words could be quite easily applied to the current climate for the 21st century adviser. The products and services available, our remuneration and how we engage with clients has all evolved from even a decade ago. However, core client needs and the fund...
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