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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...
The life insurance commissions journey – a historical perspective
Ten years ago on 24 June 2015, the Life Insurance Framework was born. This wasn’t something that came out of fresh air. It emerged after four years of deliberation...
Why a disengaged client may be worse than a lost client
No one wants to lose a client but having a disengaged client can be just as damaging to your practice, according to Morningstar global head of behavioural insights, Ryan...
Watching for scams: multi-factor authentication is for your eyes only
Advice businesses currently make good sense for investors, according to Morningstar president of Morningstar Wealth Daniel Needham. Demographics, regulation and technology all combine to keep the supply of advisers...
