Practice of the Month – The Hopkins Group

17-May-2017

The question of how to engage the younger generation of advice clients is currently a popular one in the financial planning industry as it faces the mass transfer of wealth from baby boomers to their generation X and.. Read More

Practice of the Month – The Hopkins Group

17-May-2017

The question of how to engage the younger generation of advice clients is currently a popular one in the financial planning industry as it faces the mass transfer of wealth from baby boomers to their generation X and.. Read More

Practice of the Month – Financial Spectrum

12-Apr-2017

The clampdown on poor planning practices and remuneration structures over the past few years has seen the advice industry increasingly pivot towards a fee-for-service model as a key step towards lifting the collectiv.. Read More

Practice of the Month: Whitehead Financial

15-Mar-2017

Servicing the niche advice market of trade-qualified employees has driven Whitehead Financial a long way from its risk insurance-focused beginnings, with the firm now priding itself on providing genuine advice for mi.. Read More

Practice of the Month – Evalesco Financial Services

15-Feb-2017

The concept of ‘holistic advice’ is thrown around a lot these days, particularly with regard to the next generation of advice customers, who are going to be less interested in an offering based solely aro.. Read More

Profile: Connie Mckeage – The right to lead

22-Aug-2014

OneVue was officially listed on the Australian Securities Exchange on 25 July, after announcing an $8 million capital raising in November 2013. Several acquisitions later and following an expansion of its service pro.. Read More

Profile: Don Trapnell - Maximum risk

09-Jul-2014

Synchron director Don Trapnell arrived for our interview flanked by a public relations entourage. The interview was arranged for a number of reasons. It was a long overdue chat with Trapnell about his thoug.. Read More

Profile: Arthur Sinodinos

30-Jan-2014

In October last year, Assistant Treasurer Arthur Sinodinos faced the daunting task of stepping into the industry limelight once filled by a towering, charismatic Belgian. One month earlier, that same Belgian, Se.. Read More

Profile: Jim Minto - Risky business

19-Dec-2013

TAL managing director Jim Minto stands silently in the corner of the Australian insurer’s busy elevator, his eyes glued to the pages of a newspaper in his hand. It’s a Thursday afternoon and Minto is.. Read More

Profile: Jarrod Brown - Getting the balance right

18-Nov-2013

Bennelong Funds Management chief executive Jarrod Brown says he’d be lying if he didn’t admit his work-life balance was challenged in the past year. Leading a growing suite of asset management teams .. Read More

Profile: Mark Rantall

27-Aug-2013

Despite it being more than 30 years since he sat opposite his first client, FPA chief executive Mark Rantall can still recall the meeting. At the time Rantall was an accountant just starting out. His client was .. Read More