The COVID-19 pandemic and government response to it has been hard on many Australian families. In the early days of the pandemic, when governments across the globe were shutting down offices and venues where many people gather, there was much uncert ... Read more

While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Read more

Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more

According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. So, it is safe to say the industry has some work ... Read more

My most popular behavioural finance workshop series have been on negotiations. The participants in these workshops were typically teams of private equity investors and venture capitalists, or corporate mergers and acquisitions teams. Read more

Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier firms facing one, or all of the following ch ... Read more

In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven, while media change has been almost entirely ... Read more

The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more

This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more

In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the structure and justification for the recommendatio ... Read more