productivity

Financial planning

Private wealth head zones in on advice efficiency

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

Financial planning

Staff lacking knowledge of firms’ business goals

Half of advice firms are failing to communicate their plans for the business with their employees which could cause problems with staff retention, according to Business H...

Financial planning

Advice firm Invest Blue to trial nine-day fortnight initiative

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually....

Financial planning

Australian workers more motivated than others

While the summer months bring an annual slowdown to Australia’s financial services sector, employers do not believe it is associated with the motivation of their staff, r...