The secret to getting interviewing right #1

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If there is one critical element of the recruitment process you need to get right, it is how you go about conducting interviews. All too often an employer will take... Read more continue reading

Why torture your clients?

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Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather... Read more continue reading

Top down asset allocation in 2013 #2

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In Part 1 of his CPD paper on asset allocation modeling, Ray Griffin detailed a step-by-step process to deploying a top down approach to designing balanced client portfolios. In Part... Read more continue reading

What do buyers of financial practices look for?

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Recently I discussed the irony of many financial advisers not understanding how to get a better return on what is often their biggest investment – their practice. We highlighted areas... Read more continue reading

Promises, promises…

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A few weeks ago, for some unknown reason, I glanced at the local newspaper’s glossy real estate insertion into the weekend edition. As a small farm dweller for almost twenty... Read more continue reading

The tug of war in financial services.

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The attitudes and expectations of clients are leading the change for a new approach to advice and services provided by advisers and fund managers. Clients are increasingly adopting a ‘Do-it-with-me’... Read more continue reading

Mastering the recruitment challenge #3

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In parts One and Two,  I discussed how to design and implement an effective recruitment campaign and the resources that you can draw on. In Part Three,  I look at... Read more continue reading

Top down asset allocation in 2013

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Welcome to Part 1 of Ray Griffin’s paper on top down asset allocation modeling. In this 2 part series Ray walks you through the process of developing investment portfolios using... Read more continue reading

ASIC breaches: when to hold and when to fold

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Working with ASIC after a breach may be a better, quicker way for financial services business to get back on track than ‘lawyering up’, according to Dr Hillary Ray, Senior... Read more continue reading

Free Webinar: What Does A Quality Advice Business Look Like in 2013?

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This question as well as others will be answered by a leading panel of industry thought leaders; Jim Stackpool, Rachel Staggs, Bob Neill and Colin Williams during a live webinar... Read more continue reading