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.
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...
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...
What to do when your star portfolio manager leaves
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have...