The life-first adviser and how to be one
Client-centric advice is the key to success. You can provide it by asking the right questions, listening to the answers, and shifting away from product sales.
June 21, 2017
See the future face of financial planning at Best Practice Forum
The characteristics, skills and education expectations of today’s and tomorrow’s advisers will be key discussion points at this year’s Best Practice Forum.
June 21, 2017
When efficiency becomes the enemy of growth
In the third of a series of four articles, Koda Capital looks at the decisions private advisory firms have to make for efficiency and attempts to determine where to draw the line.
June 20, 2017
Elder abuse and the dangers for financial advisers
Elder abuse is on the rise and advisers need to prepare themselves to be able to deal with it should it happen to one of their clients.
June 20, 2017
Following in Dad’s footsteps, transforming the industry
Emma Oliver and her sister became their father’s succession plan at Complete Financial Planning. Now they want to see more women in the fold.
June 19, 2017
PR hasn’t vanished but its role has evolved
The last 10 years have brought a dramatic shift in the way marketing is delivered, thanks to the explosion of social media such as Facebook and Twitter.
June 19, 2017
The property boom may finally be about to bust
A storm of factors, including rising interest rates and falling demand from overseas, may spell the end for real estate’s long run.
June 16, 2017
