The time audit: where a week in a principal's life really goes
For practice principals trying to deliver high-touch service, the gap between intention and reality raises the question of whether a time audit would help...
From rock star dreams to financial clarity: A journey to purpose and independence
AI is increasingly ubiquitous, investments are becoming commoditised, but what can’t be replaced is emotional intelligence. The trusted adviser of the future...
High performance under pressure is the same, wherever you see it
Cooper Cronk knows all there is to know about nailing your performance on the sporting field. And he sees the same high-pressure execution in his new interest,...
The common faux pas financial advisers need to avoid
Financial advisers often make unintentional mistakes that can damage client relationships and trust, according to recent research by Morningstar.
'Play to whatever makes you stand out': Advisers discuss what makes them unique
Knowing how much personality to inject into a professional advice veneer is a skill that needs to be learnt by all advisers, but practices also have a role to...
The unseen toll on financial advisers
Despite the emotional expenditure required to hold someone's hand in the darkest hours of their life, whilst retaining a high degree of professional acumen, it...
Secular vs. cyclical and the challenge of confirmation bias
As a financial adviser, making the right decisions matters. Not just for your client's investment returns but for your confidence as well.
Overcoming anchoring bias key to advisers amid volatility
To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often...
Financial advice lessons from Billions
While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily...
Recency bias in a world of meme stocks
One of the most important roles of a financial adviser is to assist investors in navigating their own ‘behavioural biases.’ The world of...
Overcoming career risk in the fund management game
It’s commonly stated that career risk is among the biggest factors that drives the perceived under-performance of most active managers. The evidence...