How to build a high-performing culture when your team is no longer all in one office
If your team is scaling faster than your culture, this is the leadership conversation you need to be part of at the Investment Leaders Forum in Noosa.
Low morale in advice firms: causes, warning signs and what principals can do
Low morale rarely starts loudly, and this article shows advice firm principals how to spot the early warning signs, understand the real causes, and take...
From principal-centric to team-led: Letting go without losing control
The hardest transition for advice-practice founders isn’t stepping back, it’s realising that delegation, not control, is the true engine of long-term...
Solving the adviser shortage starts in the regions
As the financial advice industry battles to attract new entrants and stabilise adviser numbers, the advice gap in regional Australia is laden with bigger...
Leadership is a craft: Jim DeCarlo on building great advice firms
Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.
AMP continues 'simplification' push with super, North restructure
AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the...
‘They’re going ballistic’: AMP slashes redundancy benefits across business
AMP has cut redundancy pay maximums and notice periods in a move that has left long-term employees dismayed after they stuck with the company through the royal...
Advisers cram in the clients, but have more support than ever
When you have an increase of 50 per cent in support staff over a 4 year span, it hints at some serious changes to the shape of advice practices across the...
'Make it cool': Hunt for grads heats up as professional service firms scramble for talent
Making up the adviser shortfall is going to be a challenge, with the big professional services firms just as desperate for top-level talent as advice groups....
Bridging the generational divide key to 'daunting' Professional Year
When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there's bound to be a few...
Paraplanners are changing, but they still don't want to be advisers
The percentage of paraplanners that have ambitions to become qualified financial advisers has decreased dramatically, with several key drivers behind the...