In September 2019, I wrote a short piece about the financial services sector in Australia and how I believed the industry could, and should, seek to leverage ... | | Would you regard a product recommendation from a Toyota dealer or Apple store as advice? Do you think bias makes a recommendation less valuable? Do you ... | | The biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory ... | | It is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities ... |
The great investor Sir John Templeton once said, "The four most expensive words in the English language are 'This time it's different.'" People usually ... | | You have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting ... | | I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ... | | During these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ... |
It's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ... | | COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ... |
