A man united


In November last year, just months after witnessing the passage of the government’s financial advice regime through the Senate, AFA chief Richard Klipin shocked the industry by calling it quits. On a breez.. Read More

Practice of the Month: HPH Solutions


HPH Solutions (https://www.hphsolutions.com.au) managing partner Rob Pyne believes revealing what investors don’t want to hear - that their financial adviser doesn’t know everything there is to know about.. Read More

Practice of the Month: Profile Financial Services


As the financial advice industry begins its transition into a true profession, many practices are assessing the viability of their current business model and looking at new ways to adapt to incoming legislative and t.. Read More

Practice of the Month: Story Wealth


Gender equality and diversity in financial planning practices is an issue that often escapes the spotlight of media attention, particularly when it comes to the debate about attracting a wider pool of candidates to t.. Read More

Practice of the Month: Seeds of Advice


With the financial services industry on the edge of change and redirection, there’s never been a better time to start a business in the sector, according to financial planner Susan Bryant. The principal o.. Read More

Practice of the Month – The Hopkins Group


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


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


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


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


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


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

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