Wishing you a safe and happy festive season. Thank you for being part of the AdviserVoice community in 2020. We look forward to bringing you the latest Australian Financial Services industry news and more CPD articles in 2021. If you need to catch-up on your CPD points over the break, please visit our CPD section... Read more continue reading
15
Dec
2020
As Australia’s wealth management industry moves into 2021, forecasts for the new year range from concern about markets, stretched equity valuations, consequences of the huge fiscal stimulus measures in the wake of the pandemic and another sudden shock to the economic system. However, industry people specialists the SR Group sees the biggest challenge of the new... Read more continue reading
15
Dec
2020
Financial control, a form of financial or economic abuse, is unfortunately an increasingly common occurrence across a range of age and socio-economic groups. During financially and emotionally challenging times, such as those experienced by many during the COVID-19 pandemic, financial abuse tends to rise. Whether it’s in the form of financial control in a relationship,... Read more continue reading
14
Dec
2020
The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director, Global Investment Strategist. This is the second part of a series examining the impacts of COVID-19 and how this... Read more continue reading
11
Dec
2020
Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, regulatory change is not the BIG change which will become the constant challenge. Engaging consumers and turning... Read more continue reading
08
Dec
2020
Key results The timeframe to economic equality is unchanged at a revised 32 years in September quarter. Women’s financial progress improved in the September quarter despite early setback of female job cuts in response to COVID-19 impacts. Progress was helped by a rebound in female employment relative to male, more women on boards and a... Read more continue reading
08
Dec
2020
TurksLegal and ANZIIF is excited to announce the winners of the 2020 Bright Light Award is the team of Chris Levitt, Louise Scott and Bipin Shangari from NTI. Brought to you by TurksLegal and ANZIIF, the Bright Light Award gives individuals and teams the chance to showcase an idea or view on general insurance claims... Read more continue reading
08
Dec
2020
From 1 July, subscribers to the General Insurance Code of Practice 2020 (Code) must take extra care of small businesses and individuals who have purchased a retail insurance product and are ‘vulnerable’. When and who does the Code apply to? The Code launched on 1 January 2020 but most of its provisions will take effect in 2021.... Read more continue reading
08
Dec
2020
Whilst it is too early – and perhaps even fanciful – to start talking about the legacy of COVID 19 just yet, there is little doubt that there will be significant, long lasting impacts on our financial, mental and physical health. Aside from the virus itself, one of the most immediate – and perhaps visibly... Read more continue reading
03
Dec
2020
Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way… There has been a continuous lament for years about the ageing of the financial advisory business and it is certainly true when you look back... Read more continue reading
27
Nov
2020
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CPD: Ethics and financial controlFinancial control, a form of financial or economic abuse, is unfortunately an increasingly common occurrence across a range of age [...]
CPD: The Pandemic accelerant - digital age business strategiesThe following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William [...]
CPD: The pool’s lovely, come on in! An essential guide to life insurance underwriting in AustraliaThe gatekeeper to the pool In an earlier article we explained risk pooling, a foundational concept in insurance. By aggregating [...]
CPD: Don't be fooled by most ESG rankings - focus on materiality insteadAre ESG investors being fooled? The Wall Street Journal recently ran an article about how big technology stocks dominate ESG [...]
CPD: Life underinsurance – from gap to chasm, the advice challengeLife underinsurance has been a much discussed – and debated – topic for more than a decade. Denounced by some [...]
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