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

The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range of services that are offered by financial planners ... Read more

While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems bows each time a new product is brought to market ... 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

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

Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed tools to help their advisers. AXA based advisers are able to develop a "Real Business Plan" ... Read more

Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business owners when they purchased an older life insurance practice from their parents. They decided to completely ... Read more