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Everything from The Dawson Partnership

In the eye of the storm financial planners steer a steady course

From The Dawson Partnership

Financial planning firms have weathered storms in the past, but nothing like what we are currently experiencing. In this challenging time advisers are faced with a raft of additional operational

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27 Apr 2020

The storm sweeping across financial services

From The Dawson Partnership

Uncertainty stokes the flames of fear and that is particularly evident across the financial services sector with daily news of new Coronavirus infections recorded in Australia and other parts of

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31 Mar 2020

Futureproofing your retirement strategy

From The Dawson Partnership

There are two career events that can trigger acute anxiety: redundancy and retirement. While redundancy can bring with it some major challenges that shouldn’t be underestimated, these are invariably short

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10 Oct 2016

Meeting the challenge of Next Gen financial planners

From The Dawson Partnership

Financial advice business owners are facing a raft of challenges in dealing with the new generation of financial planners who are not only very career focused but have expectations that

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15 Apr 2016

2016 Financial Planning Remuneration Trends Survey results

From The Dawson Partnership

The Dawson Partnership Financial Planning Remuneration Trends Survey canvasses a broad range of institutional and independently owned financial planning companies that are surveyed on an annual basis. Respondents are located

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05 Apr 2016

The Dawson Partnership 2015 Financial Planning Remuneration Trends Survey

From The Dawson Partnership

The Dawson Partnership Remuneration Trends Survey canvasses a broad range of institutional and independently owned financial planning companies that are surveyed at the end of each financial year. One of

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27 Jul 2015

Hiring, firing and remuneration – 2015 Trends

From The Dawson Partnership

The results of The Dawson Partnership 2015 Hiring Intentions survey highlighted a marked turn-around and improvement in participant sentiment. The 8% uplift in hiring intentions over the 2014 year is

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26 Mar 2015

The Dawson Partnership 2015 Hiring Intentions Survey results

From The Dawson Partnership

The Dawson Partnership Hiring Intentions Survey canvasses a broad range of institutional and independently owned wealth management businesses, including investment management companies, superannuation funds, financial planning companies and diversified financial

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30 Jan 2015

The Dawson Partnership welcomes Sally Humphris as a partner and director

From The Dawson Partnership

Peter Dawson, founder of The Dawson Partnership, said yesterday: ‘I am delighted that Sally has agreed to join our firm at a time where we are experiencing growing demand for

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20 Jan 2015

Interview sabotage

From The Dawson Partnership

I was reminded recently of how candidates can sabotage themselves in interviews when a financial planner called me to vent about an interview he had attended for a role with

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27 Aug 2014

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]