Are Financial Advisors acting in the best interests of the client?
Article first published in IFA – Independent Financial Advisor in May 2017 as “A finer grain approach to financial advice” A cornerstone of the Future of Financial Advice (FOFA) reforms is the “best interests duty”. In April, we saw the first...
CPA Australia fails to gain traction in the advice market
Article published in Independent Financial Advisor (IFA), in response to previous article on disgruntled CPA’s. After nearly two years, CPA Australia fails to get traction despite receiving 600 expressions of interest from advisers and advice groups and...
Client expectations – a matter of competition
When was the last time a client referred you onto someone? When was the last time a client told you what they thought of your service, in a good way? When was the last time you had a client leave you? If clients aren’t referring, aren’t talking, or worst of all are...
Providing value in a growing market
The Australian marketplace is changing, and it is changing rapidly. Now more than ever, we are expected to be doing more for less; see more clients, get more business and achieve higher profits, all for less money and even less time.