Media & Press Releases

 

Industry Articles

April 2010

Client segmentation model outdated - InvestorDaily

"Behavioural segmentation that gauged more meaningful information about the client's profile and characteristics would be a more effective classification model in the new world..."

 

March 2010

Choosing a fee-based model - Financial Planning - CPD Quarterly

"Hence, the combination of value, benefits, and costs must be considered as an interdependent relationship for a business to truly perform optimally in a fee-for-service environment."

 

Fee model problems do not lie in admin - Money Management

“The real problem is, how do you actually position fee-for-service in terms of your clients and the services that you offer, and how do you then put that together in a compelling message you can sell?”

 

February 2010

Client assessment required for switch to new fee structures - Money Management

"A move to fee-for-service means more than just changing remuneration models..."

 

Fee models demand business alignment - InvestorDaily

"Financial planning practices looking to move away from commission-based advice to a fee-for-service model need to review their whole business structures in order to make a successful transition..."

 

November 2009

Managed funds brokers could threaten revenues - Money Management

"...grandfathering provisions in forthcoming legislation would be little comfort to planners who lose their clients altogether."

 

October 2009

Big Bang - Professional Planner

"If the industry truly wants to address the affordability issue, then we need to be smarter and more innovative to deliver advice that is both affordable for clients and profitable for planners."