On Practice

‘It’s more personal’: Why this crisis isn’t like the GFC

Advisers are beginning to open up about their client conversations. Portfolios are a concern, they report, but we’re all much better prepared than we were in 2009. This time, it’s more about the people.

Tahn SharpeMarch 30, 2020

Marketing

How to hire well (or at least increase your chances)

When it comes to hiring you want to do it well, do it fast, and do it for a decent price. But you can only have two of those three things according to Sarah Penn.

Sarah PennMarch 10, 2020

On Practice

Time to rethink the ongoing fee model

The advice industry’s fearful reaction to draft legislation requiring explicit client approval for advice fees to be deducted from accounts annually suggests that advisers believe some clients may not pay or renew. Paul Barrett suggests its time for advisers to rethink the ongoing fee model.

Paul BarrettMarch 5, 2020

On Practice

Go into self-licensing with eyes wide open

Advisers who are considering self-licensing must choose between coming under the rules and protection of a licensee or carrying all the risk of doing things their way. Fortnum CEO Neil Younger writes.

Neil YoungerFebruary 27, 2020

On Practice

Reason to be optimistic: advice over the horizon

The local advice industry might be in a messy transition period, but going by international standards it is starting from a much, much better place than many others.

David HaintzFebruary 21, 2020

Marketing

Meet your clients where they hang out

The traditional monthly newsletter email is probably less effective than you think; advice marketers weigh in on what principals are getting wrong in their marketing game.

Tahn SharpeFebruary 14, 2020

Risk & Insurance

PI insurance woes to continue another 2 years

Finding PI insurance has never been tougher for AFSL holders, and the market is set to further harden before the cycle reverts. The reason is clear: “Losses, losses and more losses…”

Tahn SharpeFebruary 5, 2020

On Practice

A review meeting, but not as you know it

Business Health’s Terry Bell explains how advisers can add some shine to client review meetings that aren't quite hitting the mark.

Terry BellJanuary 30, 2020

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