The importance of purpose-driven team meetingsBY TIM MCCALLUM | WEDNESDAY, 9 SEP 2026 4:02PM A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
 Leveraging tech to manage wealth during extended volatilityUnsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to ...  The unfolding investment ramifications of coronavirusOur world and its markets are being rocked by the COVID-19 health crisis and the unprecedented speed of its global contagion.  Managing short-term reactions in market downturnsMarket volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...  What the hell is water?There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water?  Automation's role in COVID-19 market panicIf you read the news, you will no doubt start feeling a sense of panic. Headlines such as 'About $130 billion wiped off Australian shares' can really ...  Overcoming apathy in clientsWhile it can feel accidental, goals often materialise due to meticulous planning.  Why I'm not quitting financial adviceIf you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door.  Hotel California moment for transferring financial advisersThere are numerous ways that an AFS licensee can prevent or hinder an authorised rep from leaving the licensed group.  Retirement review must consider adviceThe recent commissioning by federal Coalition Treasurer Josh Frydenberg of a review into Australia's superannuation and retirement incomes reminds us ...  Blueprint for repairing trust"A man I do not trust could not get money from me on all the bonds in Christendom." |
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