Why do we produce SOAs our clients don’t want to read?
After working as a financial planner for the best part of 20 years, it’s scary to think how many statements...
After working as a financial planner for the best part of 20 years, it’s scary to think how many statements...
Supporting their clients through good times and bad, financial advisers have a unique opportunity to engage Australians with their own...
The federal government has appointed a panel to undertake a review of the three pillars of the Australian retirement income...
While it would be great if someone with influence focused on the adviser experience, unfortunately it’s not happening in a...
The pressures we’re facing in our industry are hard to ignore and they’ve caused a wave of stress through the...
While the financial planning industry is undergoing significant structural change, negative sentiment, increased compliance costs and falling practice valuations, a...
The ‘fee-for-no-service’ scandal that launched the royal commission and created the turmoil our industry is currently facing will only be...
One area of your business you can have significant control over is your prospect conversion rate; this is very much...
Advisers have long sought to be able to work to a flexible schedule. However, beware of some of the pitfalls.
We’ve recently noticed that both buyers and sellers have heightened concerns about their risks and exposures when transferring financial advice...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...
Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
