How to make financial advice work for all Australians

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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

Re-think what you think you know about clients

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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

COVID resurgence top of mind for financial advisers

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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

Zenith Investment Partners presents ‘Industry Contribution Award 2021’ to infrastructure expert Richard Elmslie, ClearBridge Investments

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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

CPD: DDO – Best practice checklist for financial advisers

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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

Bennelong boutiques win at the 2021 Zenith Fund Awards

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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

QSuper receives global award for pension innovation

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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

Lumiant wins Good Design Award as it reimagines advice experience

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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

CPD: Practical advice tips – the SMSF consumer protection challenge

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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

Lonsec and Superratings Fund of the Year award nominations announced

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Lonsec and SuperRatings are pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. With 18 categories, the awards emphasise Lonsec and SuperRatings’ commitment to recognising the best providers across the managed fund and superannuation sectors. Lonsec CEO, Mike Wright, comments, ‘As the pandemic has posed ongoing challenges across... Read more continue reading