There has been a groundswell of debate recently on why it is that women are still under-represented in senior positions and on boards. Most notably, Facebook COO Sheryl Sandberg has been both lauded and criticised for stating that women limit their ambitions and sabotage their own careers because we are taught from an early age [...]
continue reading“Social entrepreneurship can relieve Government of the financial burden of supporting the socially disadvantaged, while still making a profit and creating jobs, but the key to success lies in persistence and targeted support.” This was the message from the inaugural Entrepreneurs’ Summit hosted by Opportunity International Australia in Sydney this week. The Summit brought together [...]
continue readingWhen someone makes the effort to see a financial planner, it probably isn’t because they woke up that morning thinking – “I fancy going to see a financial planner today.” It’s more likely to be precipitated by a significant transitional event in their life – usually an event with a significant amount of emotional content [...]
continue readingCharmaine Curtain and Jason McGregor from Global Partnerships Financial Consulting hosted an inspirational event last week with guest speaker Daniel Kowalski. The event showcased how obtaining advice early helps your overall wellbeing. The Event focused on the Wheel of life philosophy which is a core focus in Charmaine and Jason’s provision of Advice. Their philosophy [...]
continue readingUncovering better analysis of industry fund costs with a focus on delivering enhanced member experience. The GFC, Cooper Review and Stronger Super have increased focus on cost efficiencies and member benefits, resulting in industry fund mergers becoming an inevitable conclusion for many trustees looking to achieve scale. While merging arguably improves member outcomes for many funds, [...]
continue readingOver the years I’ve had plenty of advisers tell me that websites just don’t work for financial advisers and planners. When I ask them why, they’ll generally tell me about their website which cost them thousands of dollars yet hasn’t delivered a single lead. After such an encounter, I’ll always make the effort to check [...]
continue readingBeaton Consulting survey advisers on the banning of life risk commissions x The Beaton IFA Market Pulse is a quarterly survey among financial advisers in Australia. The survey provides a platform for participating insurance providers to get feedback from advisers on topics of interest and gives advisers the opportunity to share their views and opinions on [...]
continue readingReal assets can be useful tool to produce stable income Legg Mason launches funds to fill gap for retiree tailored products x A new paper released by Legg Mason today argues the burning issue of longevity risk needs to fuel a rethink of portfolio construction for retirees with a greater emphasis on income producing alternatives and equities. [...]
continue readingAustralia’s fledgling Exchange Traded Fund (ETF) market represents a shining light in an otherwise sluggish post-GFC market for the wealth management sector. While traditional managed funds have struggled for headway in recent times, ETFs have shown strong growth of 70 per cent per annum over the past three years, albeit off a low base. New [...]
continue readingAii Energy ETF includes all key energy stocks listed on ASX; saves investors time and energy trying to pick winners Provides investors with the ability to take a macro approach to investing by taking a view on the energy sector and benefiting from the sector bias x Australian-owned sector ETF provider, Australian Index Investments (Aii), [...]
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