The young and the restless

Giving young adults large sums of capital can actually impair their ability to both survive and thrive financially.

Quantify the cost of an emotional purchase

Research shows that spending on experiences is perceived as three times more valuable than on things.

Rankings are nice — but irrelevant

It is really impossible to rank advisers in any completely objective way. All that really matters to me is that our clients rank us as number one.

The difference between investment management and financial advice

As the institutions move towards investment management, quality financial advisers will move more towards their clients.

Why the royal commission mirrors the ball tampering scandal

The banking royal commission has resumed taking evidence recently. There is a lot to learn from what’s unfolding.