With the industry absorbing yet another wave of regulatory change this month, it’s become clear we need a circuit breaker. The Federal Government’s upcoming Quality of Advice review will be a critical moment for the industry and for Australians. It presents the opportunity to reset the course for how financial advice is regulated and how... Read more continue reading
21
Oct
2021
Is it time for financial advisers to re-think what they think they know about clients? Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? I know from personal experience – both as an adviser and a coach working with advisers – that clients WILL pay for advice. But much of what... Read more continue reading
20
Oct
2021
In the September 2021 quarter, COVID continued to be top of mind for advisers and their clients – and understandably so, as the Delta variant had forced, at one point, around 60% of Australians into strict lockdown. Among the top five questions that advisers have asked BT’s technical team in the September quarter, two are... Read more continue reading
19
Oct
2021
Richard Elmslie, Managing Director at ClearBridge Investments[1] and co-founder of RARE Infrastructure (now ClearBridge Investments Limited), has received this year’s Industry Contribution Award by Zenith Investment Partners for his long-term contribution to the listed infrastructure asset class. This prestigious award was launched in 2019 to recognise outstanding industry leaders in Funds Management and was presented... Read more continue reading
19
Oct
2021
Introduction On October 5th, 2021, the new Design and Distribution Obligations (DDO) regime – and associated Product Intervention Powers – came into effect. One of the most significant regulatory reforms of the last decade, the essence of the DDO regime is to ensure financial products are designed for, and distributed to, the right people. Such... Read more continue reading
18
Oct
2021
Two of Bennelong’s boutique partners, Bennelong Australian Equity Partners (BAEP) and Quay Global Investors, have won awards at last week’s 2021 Zenith Fund Awards. BAEP won in the Australian Equities – Large Cap category and Quay won the Global Real Estate Investment Trust category. The Awards, hosted by Zenith Investment Partners, recognise and encourage excellence... Read more continue reading
18
Oct
2021
QSuper’s new, industry-first retirement product Lifetime Pension has received global recognition at the 2021 Pension & Investments’ (P&I) World Pension Summit Innovation Awards. QSuper was the only Australian superannuation fund selected as a finalist for the prestigious global awards announced last night at a live event in The Hague, Netherlands. Each year, P&I recognises innovative... Read more continue reading
18
Oct
2021
Lumiant, a cloud-based behavioural finance and client experience platform, has won a prestigious Gold Good Design Award Winner Accolade in the Good Design Awards for Design Excellence. The winners of Australia’s peak international design awards were announced during the 2021 Good Design Awards Week. The Australian Good Design Awards is the country’s oldest and most... Read more continue reading
13
Oct
2021
Introduction The growth of Australia’s Self-Managed Super Fund (SMSF) sector continues unabated, with ATO June 2021 statistics[1] revealing the sector now holds a record $822 billion in assets, an increase of $23 billion on the prior quarter, and around $80 billion higher than in June 2020. These assets are held in around 598,000 funds on behalf... Read more continue reading
12
Oct
2021
Earn CPD Points
CPD: DDO - Best practice checklist for financial advisersIntroduction On October 5th, 2021, the new Design and Distribution Obligations (DDO) regime – and associated Product Intervention Powers – [...]
CPD: Don’t fear the taperAs vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies [...]
CPD: Practical advice tips - the SMSF consumer protection challengeIntroduction The growth of Australia’s Self-Managed Super Fund (SMSF) sector continues unabated, with ATO June 2021 statistics[1] revealing the sector now [...]
CPD: Impact alpha - emerging trends in SDG aligned impact investingIntroduction The Sustainable Development Goals are 17 objectives for improving human society and ecological sustainability adopted by the United Nations in [...]
CPD: Cracking the HNW Code - The changing face of High-Net-Worth Clients and why they are reshaping financial adviceAs we continue our deeper dive into customer and market segmentation strategies for financial advisers, this article examines the High [...]
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