Volume 12 Number 3

Volume 12 Issue 3

Ethics & Governance

Expanding Australian regulatory reporting

ABRAHAM TEO | Comments | FRIDAY, 4 AUG 2017

1. Introduction The Australian Prudential Regulation Authority (APRA) and the Reserve Bank of Australia (RBA) are making a significant number of changes to core regulatory reporting requirements, some ... 1. ... Read more

Investment

Global listed infrastructure: past, present, future

ANDREW GREENUP | Comments | THURSDAY, 27 JUL 2017

The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since the 1990s, the idea ... Read more

Investing in alternative risk premia

ASHISH TIWARI , BRAD GUYNN | Comments | FRIDAY, 11 AUG 2017

In pursuit of returns and diversification, growing numbers of investors are turning to alternative risk premia (ARP) strategies, which offer access to well-known sources of excess return potential - ... Read more

The rise of passive investing

JAMES SMITH | Comments | THURSDAY, 24 AUG 2017

Active Versus Passive Funds At various times in investment cycles the familiar theme of active management versus passive management gains the attention of the media and investment commentators. The perennial ... Active ... Read more

Emerging value and margin of superiority

BEN INKER | Comments | FRIDAY, 1 SEP 2017

Long-time GMO clients have become accustomed to a certain kind of behavior from our asset allocation portfolios. If they are reading stories about how well an asset class has been doing, chances are ... Read more

A fixed income portfolio manager's perspective on 'yield enhancement'

KIERAN QUAINE | Comments | THURSDAY, 7 SEP 2017

Kieran Quaine, Head of FIIG's Managed Income Portfolio Service (MIPS) answers frequently asked questions, candidly discussing the strategies that he and his team use to outperform. For calendar year ... Read more

Insurance

Super reform: implications for holding life cover through super

STUART SHEARY | Comments | FRIDAY, 22 SEP 2017

The recent super reform changes makes it an opportune time to revisit how life cover in super should be funded as well as how it should be paid to eligible beneficiaries from super upon death. From 1 ... The ... Read more

Technology

The modern face of advice

HUB24 PTY LTD | Comments | FRIDAY, 18 AUG 2017

In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... In ... Read more

Robo-advice: do you get what you pay for?

JEROEN VAN OERLE , PATRICK LEMMENS | Comments | FRIDAY, 15 SEP 2017

Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their finances, at lower ... Read more

Applied Financial Planning

How to thrive in the new advice world

EMILY DUMMETT | Comments | FRIDAY, 21 JUL 2017

The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Time is running out for advisers who limit the scope of their ... The ... Read more

Latest News


AMP cuts ongoing advice agreements ELIZABETH MCARTHUR AMP announced it will introduce annual agreements for clients who currently receive ongoing financial advice.	Bill to defer adviser education standards tabled ELIZABETH MCARTHUR The bill to defer the education and training standards for existing financial advisers was introduced in the House of Representatives today.

Why joint effort is required in advice ELIZABETH MCARTHUR Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament.	Stanford Brown acquires Sydney advice firm KANIKA SOOD Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come.

Videos

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Australian Ethical: Clear and present danger

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Cover Story

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Listen to the new wave

GLEN JAMES
SENIOR FINANCIAL ADVISER
IDENTITY MCINTYRE FINANCIAL GROUP

From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes.

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Jamie Williamson Editor Financial Standard	Angelique Aksenoff Senior Compliance Consultant Assured Support	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers	Arnie Selvarajah Chief Executive Officer Bell Direct
2020 vision	Dancing with ASIC	The impact of intense uncertainty	Time to turn your week upside down
How am I going to get through 2020? It was the question on everyone's lips at the recent Financial Planning Association of Australia Professionals ...	What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	2019 has been a very challenging year for the financial advice sector. Any time of great change will ultimately have a deeper impact upon individuals ...	As the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.
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