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
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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
Panel Session - Comparing ETFs: How to assess the different offerings in the market:
Mediated by Matthew McKinnon of VanEck Australia, this panel session features Bell Potter Securities' Andrew Jeffrey, Chris Lioutas of PSK Financial Services Group and James Sutherland from myonlineadvisers ... 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
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
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
The evolution of ETFs from simple, vanilla products to complex and highly customisable strategies
State Street head of portfolio strategists Jonathan Shead explores the evolution of ETFs from simple, vanilla products to complex and customisable strategies over the course of their 15 year history ... Watch video
EQMFs: Making active management more accessible to direct equity investors
Magellan Asset Management general manager, distribution Frank Casarotti explains the key differences between ETFs, LICs, mFunds and the exchange-quoted managed funds (EQMFs) his firm provides, and ... Watch video
The scalability of ETFs: how Self-Managed Superannuation Funds and multi-billion dollar superannuation funds are constructing and implementing ETF portfolios
Exchange traded fund providers and financial advisers need to leverage the "enormous winds" created by ETFs in building better client investment portfolios, according to Jon Howie, the ... 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
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
Super clarity presents adviser opportunity
9 December 2016, 12:50pm
Following long awaited legislation changes to superannuation, the system still remains fundamentally attractive, consultant Rice Warner says. Read more
Out-dated websites flag regulatory risk
5 December 2016, 1:06pm
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Read more
Pengana boosts adviser distribution footprint
5 December 2016, 12:46pm
Throughout 2016, Pengana Capital built out a nine-person business development and client service team targeting the financial adviser market. Read more
CBA partners for agribusiness pilot
5 December 2016, 12:41pm
The Commonwealth Bank of Australia has partnered with a specialist software company in the hopes of driving adviser innovation and better collaboration in agribusiness. Read more
Planning firms need succession rethink
5 December 2016, 12:34pm
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice. Read more
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