CPD: Importance of financial advice in a relationship breakdown

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When a couple separate with the intention of divorce, the importance of both parties seeking legal advice is well established. However, arguably it is just as vital that both members of the couple obtain financial advice including reviewing and revising their financial position and objectives and establishing a financial strategy to provide for both the […]

CPD: Modern Monetary Theory, and why you’re still hearing a lot more about it

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Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT). Most of the public debate to date has centred around the role of government: that is, deficits, the causes of inflation, and implications for public policy. As we stated last month, however, MMT is extremely detailed […]

CPD: The conversation – talking risk with clients (Part 2)

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In The conversation – talking risk with clients (Part 1), we looked at the reasons your clients need risk insurance and strategies for having what can often be a difficult conversation. In this second part, we examine how you can use storytelling as an effective strategy to introduce this conversation. This series is proudly sponsored […]

CPD: Battling deflation

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Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would scarcely have believed. In this article, Man Group, one of GSFM’s investment partners, examines what’s left to policymakers to battle deflation. Growing up, we were […]

CPD: The conversation – talking risk with clients (Part 1)

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Risk advice is an integral part of a financial plan, yet for many clients – and often, their advisers – it’s not a comfortable conversation. After all, who wants to talk about worst case scenarios? In this article, sponsored by Zurich Australia, AdviserVoice explores the importance of risk insurance and having the all-important risk conversation. […]

CPD: Modern Monetary Theory, and why you’re about to hear a lot more about it

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If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT. There have been a number of ‘hot takes’ from economists and journalists on the topic over […]

CPD: Ethics and insurance in financial advice

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In the first article of this ethics series, we examined the broad application of ethics in financial practice. In this second article, the focus is on life insurances and the ethical considerations that are essential when making recommendations to clients. Round five of last year’s Royal Commission into Misconduct in the Banking, Superannuation and Financial […]

CPD: Global listed infrastructure – a growth engine for the next decade

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Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle; and why 4D remains optimistic about the prospects for […]

CPD: Economic outlook – cautiously constructive

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Late last month John Tobin, managing director and portfolio manager with Epoch Investment Partners, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country, an outlook he summed up in two words – ‘cautiously constructive’. In this article, GSFM unpacks what this means and how advisers can best maintain […]

CPD: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

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Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have recovered strongly, up 9.5% so far this year. Much of this volatility can be attributed to geopolitical concerns and trade, but focus on the Federal […]