Kerrie Sydee
A new approach
  |  In Applied Financial Planning
FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients to achieve their goals. Read more

Andrew Alcock
International managed portfolios: A gateway for SMSFs to invest overseas
  |  In SMSF
According to the Australian Tax Office's (ATO) latest data, SMSFs have generally had very little exposure to overseas assets. This could be viewed as contradictory to the fundamental principles ... Read more

Daniel Butler
$1.6M balance cap examined: more tax on death benefits
  |  In Applied Financial Planning
The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death ... Read more

Andrew Cormack
Bonds Live to Die Another Day
  |  In Investment Strategy
The Australian pension industry is one of the fastest growing holders of retirement assets globally. Between 2005 and 2015 pension assets grew at an annualised rate of 9.2%, outpacing the global ... Read more

Amanda Young
The rise of the millennials
  |  In Investment Strategy
The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the key factors that will drive the industry over ... Read more

Todd Mcclone
What has everybody been worried about?
  |  In Investment Strategy
Despite recent signs of improvement, investor sentiment about emerging markets has been fundamentally depressed over the past year. Relative to their historical positioning, global institutional ... Read more

SPDR Practice Management, State Street Global Advisors
Developing financial knowledge
  |  In Applied Financial Planning
Financial literacy is the ability to use knowledge and skills to manage one's financial resources effectively for lifetime security. It is a continuum of abilities that is subject to variables ... Read more

Craig Hurt
Designing retirement solutions that deliver income for life
  |  In Retirement
Regulation in our market is changing the way that retirement income solutions are built. This paper, developed with the global experience of both AXA Life Invest and AXA Investment Managers, looks ... Read more

David O'Connell
Was the Federal Budget all bad news?
  |  In Superannuation
It's now been several months since Scott Morrison handed down his first Federal Budget on 3 May 2016, with significant proposed changes to the superannuation system. Read more

Shauna Ferris
SM Bonds: A public-private partnership for longevity risk management
  |  In Retirement
There is a consensus of opinion: retirement income products which are currently available in the Australian market are not meeting the needs of our retirees. Too many people are seriously worried ... Read more

Jeff Rogers
The need for a richer suite of retirement products
  |  In Retirement
Designing appropriate investment strategies for retirees is more challenging today than it has ever been. In the past, nominal and real interest rates were higher while average life expectancy was ... Read more

Raewyn Williams
The new recruit to your alpha team
  |  In Applied Financial Planning
'Alpha' as an investment concept is well understood. It is the difference between a portfolio's actual return and the return expected from the portfolio based on its exposure to the ... Read more
Follow us on:
VideoBrought to you by
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
Assessing Alternative Assets
Alternative asset strategies have historically been the realm of institutional and sophisticated high net wealth investors. Alternatives play a crucial role in any portfolio, with the low correlations ... 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
What progress has been made since the GFC, and what lies ahead?
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
Fixed Income: Why unconstrained matters in a low rate, credit stretched world
Join Legg Mason for an educational session presented by Brandywine portfolio manager Jack McIntyre - it could change your next fixed income conversation with your client. Jack will provide an insightful ... Watch video
ETF Capability Manager
More financial planners are now using ETFs more than ever before in Australia and this has been seen in the continued growth in FUM. Over the last 12 months, there has been strong growth in ETFs ... Watch video
Why Smart Beta equity is the solution you always wanted
We begin with the question: What are our investors goals when choosing to invests in a global equity portfolio and what key attributes do we want to deliver to our clients to achieve those goals? Equities ... Watch video
Value Matters - A Crossroads for Australian Equities
At last year's Advisers Big Day Out, Lazard Asset Management's Dr. Philipp Hofflin outlined his concerns over the sustainability of residential property prices and the sensitivity of the major banks ... Watch video
Profitable firms leverage from within: Macquarie
20 October 2016, 12:45pm
High performing financial services and accounting firms leverage existing capabilities and clients instead of looking outside their businesses for profit, according to new data from Macquarie. Read more
Sherrin kicks goal with merger
19 October 2016, 12:52pm
Brisbane financial advice business Sherrin Partners has merged with another practice. Read more
Advisers must understand psychological differences
19 October 2016, 12:43pm
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. Read more
Portfolio rebalancing highlights adviser value
18 October 2016, 12:43pm
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Read more
Scholarship supports new advisers
18 October 2016, 12:38pm
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Read more
Get it
FREE to your inbox, get the FS Advice Newsletter.
Get the Free
iPad app
Download the Financial Standard iPad app for FREE
Best of Breed - Global Research and Investment Program for Research Managers
Selecting Super Awards 2016
Financial Standard Chief Economists Forum
Financial Standard Chief Economists Forum
Ideas Exchange Series - Insurance

$295 (inc GST) for 1 year
1 journal + FREE fortnightly Financial Standard newspaper
Copyright © 1992-2016 Rainmaker Group
All material on this site is subject to copyright. All rights reserved. No part of this material may be reproduced, translated, transmitted, framed or stored in a retrieval system for public or private use without the written permission of the publisher.
Link to something t8jeD5a5