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
Covid Created Constitutional Crisis
A Monday reflection on the FASEA Code of Ethics, and the near-impossible task of legislating for morals everyone claims to already agree on.
Choosing how to be impacted by specialisation
A Monday reflection on specialisation, and how much choice we really have in how it reshapes the way we work.
It’s all about the client - or is it?
Marketing 101 says start with the client. A look at what that principle actually demands of an advice practice’s service design.
Efficiently, Honestly, Fairly
The FASEA Code of Ethics asks advisers to act efficiently, honestly and fairly. A closer look at where that standard gets complicated in practice.
The benefits of distance
Seven weeks into working from home during Covid, a new operating rhythm emerges — and with it, useful distance on old conventions worth questioning.
Shared Experience
A Monday reflection on shared experience, and why this year gave us more of it, whether we wanted it or not.
What are the positives for business development from this period?
An unexpected crowd at the traffic lights sparks a look at the upside business development opportunities to come out of the Covid period.
What have we learned so far?
A few weeks into working from home during Covid, what practices actually learned about keeping the business running close to normal.
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.
What sort of “hibernation” are you going to have?
Not every business is hibernating the same way during Covid lockdown. A look at the different modes practices settled into, and what each demands of a plan to come out the other side.
Sharing the Burden
A reflection on the extraordinary first weeks of the Covid crisis that upended working and personal life alike, and the case for sharing the load rather than carrying it alone.
Updated MDA Regulation Will Foster Certainty and Growth
ASIC’s updated regulation for Managed Discretionary Accounts was designed to bring certainty to the sector. What the changes actually mean in practice.
Understanding & Selecting Managed Account Services - Part B
Part two of Philo’s guide to managed account services, building on the fundamentals covered in Part A.
Understanding & Selecting Managed Account Services - Part A
Part one of Philo’s guide to the different forms available and how to choose between them.