On Practice

The value of advice: A playbook

By bringing the conversation back to the question of whether clients are on track to achieving their goals and showing them visually using cash-flow modelling, you will have a better chance of keeping them engaged and disciplined, David Haintz writes.

Advice in a crisis (or any other day)

At its essence, advice should be about spending less time putting out fires and talking about investment products and market performance and more time inspiring your clients and empowering your business, writes David Haintz.

Advice in a digital streaming age

The progress of technology and peoples' comfort with digital streaming platforms will only further grow the appetite for personalisation, customisation, transparency and breadth of service beyond pure investment advice, David Haintz writes.