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Peer Pressure, Investing and Anxiety: What Financial Planners Need to Know Across Generations
Financial planners are increasingly encountering the emotional side of investing, particularly anxiety driven by social comparison. New international research published in the Financial Planning Research Journal explores how peer-inspired...
The right team, working together: why clients benefit from legal and financial collaboration
What your fee really tells your clients — before you've said a word. In 2008, a team of researchers at Stanford and the California Institute of Technology published a...
The Price of Confidence
What your fee really tells your clients — before you've said a word. In 2008, a team of researchers at Stanford and the California Institute of Technology published a...
Why the future of financial advice depends on the wisdom of its elders
An exploration of why seasoned financial advisers still matter, and how preserving their wisdom is essential for the future of Australia’s advice profession.
The power of positive framing: practical insights for Australian financial planners
As financial planners, you know that numbers matter - but the value that you add is more than just numbers on a spreadsheet. A new study, published in the...
Financial Services Complaints Regime – Not Fit for Purpose
The Shield Masterfund and First Guardian collapses have had hugely negative consequences for over 11,000 clients who are potentially exposed to combined losses of up to $1.1 billion. For...
Top 10 tips for business succession planning
Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning is often...
Connecting with pre-retirees through social media
At first, I thought posting on social media was purely to help educate people and a way to serve the community. But over time, people started booking appointments directly...
