Eileen Riley, co-portfolio manager of the Loomis Sayles Global Equity Fund, has been named one of Citywire’s top 20 female portfolio managers in the US for the second year in a row. Ranked at #11, Eileen was selected from several thousand portfolio managers. Citywire used their proprietary database and methodology to put together a list of the […]
continue readingMcGrathNicol has announced the launch of FDetect, a new technology-enabled forensic investigations and risk profiling service developed in collaboration with leading technology and analytics startup, ResponSight. A study conducted by the Ponemon Institute reports that it takes an average of 281 days to identify and contain a cyber breach in Australia, with the average cost […]
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21
Feb
2020
On 1 January 2020, FASEA’s code of ethics became enforceable by law, requiring advisers to comply with its 12 detailed standards. Each standard is explored in detail in FASEA’s guidance. This article, sponsored by GSFM, examines the implications of this in practice and explores ways to ensure your practice and all who work within it […]
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19
Feb
2020
Despite maintaining one of the most efficient and progressive retirement savings systems in the world, Australia should heed some lessons from overseas in 2020 if it’s to remain as pre-eminent in the years to come, according to QMV Legal partner, Jonathan Steffanoni. Mr Steffanoni believes the velocity and breadth of change in the superannuation industry […]
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17
Feb
2020
Money is driving conflict, secrets and stress among Australian couples, according to new research from MyState Bank, which is urging all Australian couples to devote more time to working together on their finances this Valentine’s day. The Love and Money Survey was commissioned by MyState Bank and surveyed over 1000 people in a relationship. While 62% of […]
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14
Feb
2020
It’s fair to say, marketing doesn’t work the way it used to. New technology and lower-cost digital marketing channels like Social Media give businesses of all shapes and sizes easier ways to get in front of potential and existing customers. Every business can be a digital publisher today Your company website, social media channels (hello […]
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12
Feb
2020
Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]
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10
Feb
2020
Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures with ever-shifting expectations. The art of good client complaint handling is knowing when to fight and when to just fix it. […]
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10
Feb
2020
At present, Australians are spending well over $180 billion annually on healthcare and only 1.34% of that amount – or just over $2 billion annually – is spent on reducing health risks and preventing conditions each year[1]. Preventative health plays an important role in people’s overall wellbeing, and the rising rate of preventable conditions means […]
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07
Feb
2020
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires and global trade deals, Darren Langer and Chris Rands introduce their new podcast The Rate Debate and question the RBA’s latest rate decision and discuss […]
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06
Feb
2020
Earn CPD Points
CPD: The hunt for yield can lead to risky territoriesWith interest rates hovering around historical lows globally, investor appetite for alternative income sources has markedly increased. In the current ...
CPD: Chaos theory - how APRA’s Disability Income Proposals and the Best Interests Duty are connectedIntroduction “Does the flap of a butterfly’s wings in Brazil set off a tornado in Texas?” This was the question ...
CPD: Ethical obligations in a financial advice practiceOn 1 January 2020, FASEA’s code of ethics became enforceable by law, requiring advisers to comply with its 12 detailed ...
CPD: Which beta is better?Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can ...
CPD: 30 years of investment lessons from Japan, and the implications for real estateImagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a ...
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