This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more

This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more

Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more

Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more

Thinking about setting some financial goals this year? Sounds simple enough right? But simple doesn't always mean easy. Read more

Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. Read more

Get clear on what is at stake when you borrow with others. Read more

The Financial services industry continues to undergo significant change. With the Australian economy now in a recession, many clients are looking for advice and reassurance. However, as the number of financial advisers continues to dwindle and a substantial ... Read more

As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. Read more

A fellow advice professional I met recently said he avoids the term 'budget' when meeting with clients as they see it as a dirty word. He went on to explain that if you ask clients to complete a budget, they will think that they are going to ... Read more