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


Cbus head of advice launches firm KANIKA SOOD The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.	Why women struggle in financial advice ELIZABETH MCARTHUR New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry.

Bank of Mum and Dad forking out serious dosh ALLY SELBY More young Aussies are turning to their parents, the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend.	FPA supports tightening insurance claims ELIZABETH MCARTHUR The Financial Planning Association of Australia said in a submission to Treasury that it supports bringing insurance claims handling under the definition of financial services.

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Cover Story

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Service with a smile

SIMONE DU CHESNE
FINANCIAL PLANNER
EQ WEALTH

Financial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything she does, Elizabeth McArthur writes.

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Expert Feed

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Angelique Aksenoff Senior Compliance Consultant Assured Support	Jim Stackpool Managing Director Certainty Advice Group	Michael Sonego Partner - Corporate Finance Pitcher Partners	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Dancing with ASIC	Can financial planning firms survive?	Buy it rather than build it	The impact of intense uncertainty
What kind of dance are you dancing? In 2013 Westpac conducted a marketing campaign to encourage customers of their related party, BT Funds Management ...	When do you know you are going out of business - just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically ...	The 'buy it rather than build it' approach that's driving business innovation The strategy behind the acquisitions made by the billion-dollar ...	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 ...
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