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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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
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
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
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
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
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
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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