Christopher Page
     
Advice at claim time
  |  In Blogs
If the recent scandal at CommInsure has taught us anything, it's the value of having a financial adviser at claim time. That may not seem like the case at the moment given that advisers have become ... Read more

Francis Kinniry
     
Adviser's alpha
  |  
How do sophisticated advisers construct portfolios in Australia? Typically, they use some form of asset allocation process to determine the most suitable portfolio for their ... Read more

Michelle Baltazar
     
From grudge to nudge: a fresh approach to advice
  |  In Blogs
Words, not just actions, have the power to transform financial advice. This week I attended a roadshow hosted by the Association of Financial Advisers (AFA). It was pretty full-on: one speaker ... Read more

Reece Birtles
     
Rethinking "safe" investments for retirees
  |  
Back in 2020, Martin Currie started to look at how the ageing population was changing the retirement environment in Australia, and how people moving into retirement were actually going to fund their ... Read more

Paul Barrett
     
From the ground up
  |  
Sitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent dealer groups in Australia - the only ... Read more

Alex Burke
     
Searching for retirement income solutions
  |  
Greater scrutiny on retirement income was a cornerstone of the Financial System Inquiry, and the different theories about how to solve the issue have divided institutions, advisers and researchers. ... Read more

Darren Snyder
     
Life Company of the Year Awards
  |  
The Art Gallery of New South Wales was the scene of this year's gala dinner for the PFL/AFA PFL/AFA Life Company of the Year for 2015. Read more

John Dyall
     
Low yields change the fixed income game
  |  
Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that capital values went down when interest rates ... Read more

Darren Stevens
     
The Australian wealth management industry - 2020 and beyond
  |  
In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry over the next ... Read more

netwealth Investments
     
Industrialising your investment philosophy - scaling your business with Managed Accounts
  |  
A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more

Actuaries Institute Australia
     
The challenge of longevity risk - making retirement income last a lifetime
  |  
This paper concentrates on longevity risk in the context of the retirement income system in Australia, the UK and the US. Read more

IOOF Technical Services
     
Government response to the Financial Systems Inquiry
  |  
On October 20, 2015, the Government's response to the Financial Systems Inquiry (FSI) was released by the Treasurer, Scott Morrison and Assistant Treasurer, Kelly O'Dwyer. The Government's response ... Read more
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Pyrford International is an investment management firm based in London providing international asset management services for clients in Europe, United States, Middle East and Australia. Founded ... Watch video
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Advisers Big Day Out 2016 - Capital Cities
Financial Standard's Adviser Big Day Out began with our Capital Cities roadshow in 2016, which went to Perth, Adelaide, Melbourne, Brisbane and Sydney in March. The program is Financial Standard's professional ... Watch video
A new perspective on global investing
Using country of domicile as a measure of a firm's potential success or future stock price is increasingly out of step with today's globalised world. In fact, it can grossly misrepresent the fundamentals ... Watch video
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JBWere and Praemium sign $1M deal
30 June 2016, 12:11pm
Praemium has partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. Read more
Admin, compliance restricting business growth
30 June 2016, 12:07pm
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. Read more
Merger gives Bentleys state-wide presence
29 June 2016, 12:33pm
Mid-tier accounting and advisory network, Bentleys, has bolstered its Tasmanian presence following a merger with a Hobart-based accounting and financial planning firm. Read more
Link Group rebrand signals expansion
29 June 2016, 12:30pm
Link Group's superannuation and relevant advice provider Money Solutions will be rebranded as the group transitions towards a more holistic advice offering. Read more
FPA National Roadshow emphasises value of advice
29 June 2016, 12:28pm
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Read more
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