Five reasons licensees must adapt to prosper

Calls for individual licensing of financial planners may have merit, and are certainly growing in volume, but they often overlook or undervalue the benefits of being authorised by a licensee …

The problem with picking winners – in the World Cup and in superannuation

As a football fan, the FIFA World Cup in Russia has so far been an extraordinary one. From a footballing point of view, it has been a fantastic event, with …

Have confidence: clients value your ongoing advice

The “fees for no service” failures uncovered by the Royal Commission were deeply disturbing. But equally concerning is a narrative that has arisen in the financial services community as a …

How building a community enhances professional accountability

If there’s an upside to the public hearings of the Royal Commission into Misconduct in Banking, Superannuation and Financial Advice, then Futuro Financial Services managing director Paul Kelly says it …

Six steps to rid your business of conflicted remuneration

Across the financial planning industry an estimated 10 per cent of all practice revenue is grandfathered conflicted remuneration. If this stream of income were to be turned off tomorrow it …

Five tech tips to keep licensees in the race

The unexpected closure of Dover Financial Advisers and the focus of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has many financial planners re-examining the …

The advantages of a more agile research approach in fast-changing markets

In an environment where there has never been more information readily available to all, consumers and business decision makers alike must have quicker access than ever before to deep research …

Can money open the door to happiness?

The recent news of the tragic suicides of two high profile individuals, Kate Spade and Anthony Bourdain, is a timely reminder that money can’t buy happiness. It’s also a gentle …

10 Things Dover Advisers Have To Do Right Now

In the end, the demise of Dover Financial Advisers mirrored its founder’s appearance at the royal commission in March: a short period of intense scrutiny followed by a quick collapse. …

Distilling the signals from the noise to map a better path forward

I was once told that the words “data analytics” make business executives go deaf. They are barraged daily with articles, blogs, consultants, salesman, and colleagues talking to them about the …