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
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
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
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
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
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
HNW investors value role of advisers
30 May 2016, 12:30pm
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Read more
ClearView's majority shareholder considering sell-off
30 May 2016, 12:12pm
ClearView has announced in a trading update that it has appointed Morgan Stanley to evaluate its options following the news that a private equity firm is considering selling its 53% stake in the compa ... Read more
Wellbeing significantly improved through financial literacy
27 May 2016, 12:12pm
New research suggests that financial education from a financial adviser leads to increased confidence, empowerment and minimises the negative effect of thinking about money on health and wellbeing. Read more
SMSF Association partners with Morgans to raise standards
26 May 2016, 12:16pm
The SMSF Association has formed a new partnership with stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF sector. Read more
TPB calls for submissions on practical guidance info
26 May 2016, 12:16pm
The Tax Practitioners Board (TPB) has called on stakeholders to provide feedback on four new draft information sheets that provide practical guidance on how the Code of Professional Conduct (the Code) ... Read more
Get it
Monthly
FREE to your inbox, get the FS Advice Newsletter.
Get the Free
iPad app
Download the Financial Standard iPad app for FREE
Industry
Events
MAY
31
MAY
30
Best of Breed - Global Research and Investment Program - Equities
JUL
20
FSC Leaders Summit 2016
AUG
08
Best of Breed - Global Research and Investment Program for Institutional Investors
09
Adviser Big Day Out Investment Manager Roadshow - Port Macquarie
10
Adviser Big Day Out Investment Manager Roadshow - Coffs Harbour

$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 bX74yC0N