Best Practice

Julie Berry: Fear change but don't fight it

Wednesday, 20 September 2017

Former FPA chair Julie Berry says the changes that will lead to professionalisation are inevitable and everyone needs to quit griping about them and adjust.

It’s never too early to get started on a succession plan

Thursday, 24 August 2017
In an age of professionalisation, compliance and technological change, the metrics on succession planning are moving quickly. Can your business keep up?

Planner competencies under the microscope

Monday, 21 August 2017
A major research project enters a new phase as it turns its sights on assessing the required competencies and proficiencies of new entrants to the financial planning industry.

Future-proof your advice business with data

Thursday, 17 August 2017
Engage with your clients’ plans and dreams by putting data to use, providing a service they will truly value and strengthening your business at the same time.

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