2018: The Year of Looking to the Future Wow. What a year. If you’re like me you’ve been head down from September to now. The last three and a half months after the summer break have been a sprint to the end of the year. Here are five observations from 2018: 1. Succession or Sale is looming larger To be honest, the average age of advisers has been 55 ever since I joined the industry in Australia in January 1991. I’m not sure how that works mathematically, but hey, maths was never … [Read more...] about Five Forces that Will Shape Financial Planning in 2019
Winding down As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain. Here are a collection of great must-read business articles we shared on FP Advance social media this November, to give you a new perspective and start you thinking about next year. Great words about leadership and business from some great thinkers. Well worth a read. A human touch in a digital world Ryan W. Neal Pure Robo advice hasn't quite become the threat some … [Read more...] about Working Alongside Robo-Advisers and 4 more must-reads for your business
Seeing the future There’s a lot of industry talk about the future of advice, and some of it is quite confronting. What will clients want from their adviser in the next decade? Will it be materially different from what they wanted in the last decade? Unfortunately, a lot of the information I see on this topic is sensationalist; trying to grab your attention. I’ll try not to fall into that trap myself as I give you a few thoughts on what’s happening, and how it might impact your decision … [Read more...] about Are You Ready for the Future of Financial Planning?
5 Must Reads from July Over halfway through the year already and your summer holidays should be in full swing. July has seen some great must-read business articles. We shared them on FP Advance social media, but here they are if you missed them. Get your brain ticking over on your summer break. Well worth a read. The CEO View: Defending a Good Company from Bad Investors Sarah Cliffe Fantastic brief interview with David Pyott, former CEO of Allergen. Some great views on the … [Read more...] about Best Business Wisdom from the Web: July 2017
Artificial Intelligence: tool or threat? Change is a comin’. That shouldn’t be controversial. However, everything from here on might well be. I’ve been following the debate on how robo-advice will or won’t disrupt financial advice. This is not another piece continuing that debate, although it is an insight into the future. I want to share with you some views from Peter Diamandis, best known for being the founder and chairman of the X-Prize Foundation, the co-founder and executive chairman … [Read more...] about Planning for the Future: Technology and your business