Best Practice

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iPartners CEO releases new book to bridge alternative assets knowledge gap

Funds manager and iPartners CEO Travis Miller is set to release a new book exploring the untapped potential of alternative assets. Released nationally on 31 May, Grow Your Wealth Faster... Read more continue reading

25 May 2023

MyNorth Lifetime wins Chant West innovation award

From North

North’s multi-award winning retirement solution, MyNorth Lifetime, has won another award for innovation – Best Fund Innovation Of The Year at the Chant West 2023 Super Fund Awards. Now in its 11th year,... Read more continue reading

19 May 2023

LexisNexis Risk Solutions Cybercrime Report reveals 20 per cent annual increase in global digital attack rate

From LexisNexis® Risk Solutions

LexisNexis® Risk Solutions has released the results of its annual Cybercrime Report, an analysis of data from 79.8 billion transactions processed through its LexisNexis® Digital Identity Network® throughout 2022. The... Read more continue reading

19 May 2023

UniSuper wins Chant West Super Fund of the Year for second year in a row

From Chant West

UniSuper has been named Super Fund of the Year for the second year in a row at last night’s 2023 Chant West Super Fund Awards. More than 300 guests from... Read more continue reading

19 May 2023

Capital.com’s Australia CEO Laura Lin named Top 25 Women Leaders In Technology

From Capital.com

Capital.com, the high-growth global fintech for the leveraged trading industry has today announced that its Australian Chief Executive Officer (CEO), Laura Lin, has been named one of the Top 25... Read more continue reading

16 May 2023

High growth advisory firms do marketing differently

From Tony Vidler - Adviser to the Advisers

High growth advisory firms do many things differently, but in marketing they tend to do something very different to the norm. We can’t ignore that it takes many differences to... Read more continue reading

15 May 2023

Managing ethics and referral or outsource partners

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

It’s a rare financial advice practice that doesn’t have referral partners that they send business to or receive business from. Using third party outsource providers for non-client facing elements of... Read more continue reading

03 May 2023

The time is right – The whys and how’s of compliant video SOAs

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Perpetual Investments

Introduction Disclosure, along with financial advice, financial literacy, and regulation, is one of the four key pillars of financial consumer protection. And in the context of financial advice, there is... Read more continue reading

03 May 2023

How HNW individuals are navigating volatile times and positioning for the future

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

HNW clients are more exposed to disruption 2022 ushered in a new period of financial uncertainty around the world. A prolonged market downturn was accompanied by runaway inflation and a... Read more continue reading

01 May 2023

Measuring returns – our industry has it wrong

From Insync Funds Management

The financial services industry is hooked on using ‘Point-to-Point’ returns to measure fund performance, despite the fact that they often mislead advisers and their clients, according to Insync Funds Management... Read more continue reading

18 Apr 2023

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]