On Practice
Time to control the controllable
Given the current dislocation in the industry, there’s no better time to look at the most successful advice practices around the world and focus on the controllable factors.
David HaintzApril 18, 2019
On Practice
On Practice
Zen and the art of making a worry list
There is a lot going on at the moment in advisers’ lives, making many people worry to the point it’s difficult to turn off. Here’s a simple suggestion for minimising the noise.
Sarah PennApril 18, 2019
Remuneration
Switching to fixed fees: Adviser tackles the ‘vexed question’
Rob Pyne says that changing to a fixed-fee remuneration model feels like swimming upstream. Be prepared for a lot more accountability, he warns, and smaller margins.
Tahn SharpeApril 9, 2019
Remuneration
2019 superannuation fund salary survey
The Future Fund’s David Neal topped the list of highest-paid CEOs according to the 2019 Investment Magazine Super Fund Salary Survey.
Alice UribeApril 8, 2019
On Practice
Know your Millennial and how they work
Young people are more likely to move from job to job within two or three year time frames and prefer to contribute for the roll out of one product or the execution of a particular strategy, rather than commit for the long term to a business.
Jessica SierApril 1, 2019
Remuneration
Time to fight for your profit margin
The shift from subsidised to client-centric advice will result in a fee compression across the industry, but the smart advisers and practices will be able to maintain and grow margins over the long term.
David HaintzMarch 28, 2019
Marketing
Make your one-on-one staff meetings count
There’s a simple way to make sure you have quality conversations and therefore a quality relationship with each of your staff - it’s an approach called ‘start, stop, keep’.
Sarah PennMarch 26, 2019
On Practice
The head and heart of the internet-gen client
Financial planners looking for ways to tap into the Millennial generation client opportunity need an unpatronising approach to wealth planning and providing sound financial advice based on fundamental education.
Jessica SierFebruary 28, 2019