Category: Financial Advisers

What your clients really want right now

8 February 2023

The longevity and success of any business comes down to continued market fit; an ability to understand your customers and

The mental health benefits of financial advice

8 February 2023

At face value, the role of the adviser is relatively clear – guide your clients through their investment journey, ensuring

Your client’s Money Archetype – the more you know, the better

1 November 2022

The various combinations of personal traits and Behavioural Economics combined with economic and social circumstances can manifest in people as

More than Financial Advice – The value of being a mentor, counsellor and mediator

1 November 2022

FACT: On average, Australian advisers spend 45%* of their time with their clients talking about non-ﬁnancial personal issues.
One of the

Milford Insights The Four Money Disorders

The Four Money Disorders – How to better understand your clients

5 August 2022

In this article, we present research that forms part of Milford’s and XY Adviser’s recently published whitepaper for Australian Financial

Behavioural Economics – Why investors make irrational decisions

5 August 2022

In contrast to classical models of economics, which assume consumers to be rational financial decision-makers, behavioural economics uses insights from

Single Post

8 June 2022

Why corporate bonds are looking more attractive relative to equities
Throughout the pandemic and up until 2022, the relatively low interest

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