Consumer Intelligence: How Financial Advisers Can Use Data to Stay Ahead of the Pack

The most important predictor of revenue growth and profitability, now and into the future, will be customer intelligence, says a recent PwC report, Financial Services technology: 2020 and Beyond. This intelligence forms part of data which is now all around us – from computers to smart devices to cars to coffee machines, we’re hyperconnected and leaving a detailed data trail …

Goals-Based Investing 101

This is for your clients – we thought we would give you something you can use with your clients or prospects: feel free to copy, paste and share if it helps you or your clients!   Why do we invest? Why do we put money in the bank? Is it simply because we should or we’re told we’re should? No – …

Financial planning firms: When to buy and sell

Whether you’re a potential buyer or seller of a financial planning firm, or you’re wondering whether to hold on to an existing business, there are some key factors to consider to ensure a smooth and successful transaction and outcome. The business of buying and selling a business brings into play a range of emotions so the challenge is keeping calm …