Monthly Newsletters

The financial services industry has faced some interesting challenges over the last five years. The rise of fintech coupled with the pandemic and availability of online investment platforms have resulted in a rise in DIY investing. Australia witnessed a significant net loss of advisers last year. This month we explore some of the factors impacting the current […]

Strong business relationships are the foundation for long-term success and growth. They take time to develop and should be prioritised and considered as an investment. Business relationships are not limited to clients, but also include stakeholders such as employees and co-workers. It shouldn’t stop there either as functional relationships with contemporaries and other service providers […]

There is no question that employees are the most valuable asset of an organisation but with the workplace environment undergoing constant change, employee retention has become a difficult challenge to deal with. To be successful, it is important to recognise the value of a workforce. Coupled with knowledge of common retention challenges an organisation can […]

Before you go out and conduct your next KYC check or take reasonable actions to determine the nature of a customer’s business, it may be worth taking a step back and looking at the bigger picture. A little more than a generation ago in the early 90s, the dot-com bubble was still intact and bankers […]

As a result of the Quality of Advice Review conducted by the Australian government, there will be a new class of financial advisers known as ‘qualified advisers​’. According to Minister for Financial Services Stephen Jones, the reforms aim to ensure that all Australians have access to quality and affordable advice when they need it most – especially for the […]

After a long year of hard work, the holiday season is fast approaching. For many, time off work comes and goes far too quickly but we have compiled the ultimate survival guide that will help you relax and rejuvenate before hitting the ground running in 2024! Please Switch Off and Take Care Prepare With your […]