This report, developed in partnership with Business Health, represents the most detailed and up-to-date picture of Australian advice remuneration and compensation currently available on the market. The last time this research was conducted was in 2023, and it’s clear that two years can make a world of difference in such a…
In a world where so much communication is conducted via electronic devices, I’ve begun to wonder whether it’s time to sit back and consider how I can change the way I engage for greater impact. After all, it can be very isolating, professionally and personally, if you don’t feel engaged with your community (or at least a…
Perhaps it’s a function of getting a little older, or perhaps even a little wiser, but lately I’ve found that I spend more time stepping back and reflecting. I wanted to take the opportunity to share some lessons that I’ve learned from these reflections, as I know there are many in our industry – and within my broader…
Scrutiny, regulatory changes and constant vigilance: it’s been a dark, gloomy cloud that has stalked advisers for what seems like an eternity. It has been a drain. However, this scrutiny has built character. We have learned from this difficult environment and have become battle-hardened. There is now a stronger sense of…
While there has been some spirited debate about the NCA and changes to professional pathways, I think it's important to consider just how difficult – and expensive – the current path to becoming a financial adviser has become. In order to get more people into the profession, and give more Australians access to advice, we…
At a mature age (60), I made what seemed to be a courageous move that left many people in my circle scratching their heads. I exited my successful financial advice business and moved to another successful financial services business. It’s a decision that sparked countless questions, including: * "Do you think you did the…
Since the Royal Commission, there's been a pervasive belief that advisers have a negative public perception. In reality, most people don't even know what advice is – and that's the problem, especially if we want new advisers joining the industry. In this video, Alisdair Barr explains a simple pathway for getting younger…
When talking about jobs and recruitment, we can’t ignore the elephant in the room: AI. At the recent Striver Brimstone events held in Brisbane, Sydney and Melbourne, AI (and its impact on jobs) was a frequent discussion topic for students considering careers in financial services and fintech. The big question was: “Will…
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