It’s been hard to hear anything else above the din generated by this debate; however, at least two other trends have the potential to make the fees versus commission debate, though important, become a comparative storm in a teacup. Trend 1 – Jeremy Cooper’s review...
As confidence in our economic recovery improves, confidence in our financial planning industry seems to be getting worse. As events unfolded last year, clients generally remained loyal to their planners, recognising that most of the greedy, reckless antics causing the...
Darryn Fellowes openly describes himself as a petrol-head. So it’s not surprising that the first research paper he and his firm researched and published studied the financial complexities of running a successful motor vehicle dealership. He has always loved cars....
Is this the best of times to sell client bases or your practice? It could be. I believe the answer depends on the following external factors: Client sentiment Government legislation Product makers’ tactics I don’t believe the internal strategies and tactics of...
Wow, what a start to a new year. We’re nearly at the end of the first quarter of calendar 2008 and we seem to be in whole new territory. Perpetual Investments tell us we had the worst start to a stock market calendar trading year in more than 130 years (“Warning After...