The collapse of the Westpoint group and the loss of many millions of dollars of investors' funds has been the subject of much publicity. ASIC has recently announced that it will commence legal action to recover damages on behalf of investors in ... Read more

Over the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. Estimates indicate about $600 billion will be transferred to and from the Baby Boomer generation (1946-1964) ... Read more

Reinventing financial planning was commissioned by the Institute of Chartered Accountants (in Australia) in March 2007 to examine future directions for the financial planning industry. In the paper it is suggested that the basis for professionalism ... Read more

Whether you're a Generation X or Y financial planner or a current financial planning business owner, a great deal of planning is required in order to be successful in your succession strategy. As a specialist provider of banking services to the ... Read more

Australian businesses and financial advisory firms in particular face the most radical transformation in leadership and work practices in decades as they prepare for the impending "war for talent". In recent years insightful business leaders ... Read more

There is no formula for a successful referral relationship in the nascent science of practice management. This is because the "X" factor plays a major part even though it is too often left out in Referral 101 guides. Yet without the motivation ... Read more

"A business operating model describes the capabilities that exist within an organisation including customer facing, infrastructural and management components". This is typically how a business operating model is defined in "consulting ... Read more

Ask the average small business owner whether they insure their key people and they'll probably look at you blankly. That's because less than half will have ever even heard of the cover and only one in 14 taken out life insurance for this purpose ... Read more