Philo Insights
Welcome to our Insights page. Immediately below is a display of Philo white papers available on the site. Click the green button below the previews to organise your personal access to these papers.
Further down the page is a full library or Philo’s blog posts in chronological order. You are welcome to peruse these at your leisure. New documents are added every two to three weeks. Enjoy!
Philo White Papers
Philo Blog Posts
Emotions: “The great captains of our lives”
A restaurant review about hospitality’s most basic obligation turns out to have plenty to say about advice, emotion, and what makes clients feel truly looked after.
FASEAs Latest Guidance is No Help At All
FASEA’s latest explanatory guide was meant to resolve confusion over the Code of Ethics. Here’s why it falls short.
The urgent displacing the important
A Monday reflection on why the urgent so often crowds out the important — and what to do about it.
Should we Travel the Individual Licensing Road?
Individual licensing keeps resurfacing as an option for advisers. Is it actually the right road to travel?
Client portfolio management in a time of crisis
Following on from a call to use hibernation productively, a look at what client portfolio management demands specifically in a time of crisis.