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5 techniques for building ‘change fitness’ in financial advice practices

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

Financial advisers and practice owners could be forgiven for feeling, at times, like they are caught up in an endless round of ‘Squid Games’. Whilst the price of failure in... Read more continue reading

21 Feb 2022

CFA Institute report says investment organisations need to better manage culture

From CFA Institute

A new report from the CFA Institute, The Future of Work in Investment Management: Changing Organisational Cultures, has found that the culture of investment organisations often constrains innovation; for stronger cultures to... Read more continue reading

16 Feb 2022

Scope creep: The number one problem in fixed fee advice

From Tony Vidler - Adviser to the Advisers

“Scope Creep” is the killer for the Holy Grail of professional services business models: fixed fee advice. That ideal model which so many aspire to is having clients who agree... Read more continue reading

07 Feb 2022

ANZIIF announces ‘Making a Difference Awards’ Winners for New Zealand and Broking categories

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the Making a Difference Awards for New Zealand and Broking categories. New... Read more continue reading

28 Jan 2022

Bloomberg’s 2022 Gender-Equality Index shows companies increasingly committed to reporting ESG Data

Bloomberg has announced that 418 companies representing a combined market capitalization of USD16 Trillion and headquartered in 45 countries and regions are included in the 2022 Bloomberg Gender-Equality Index (GEI). ... Read more continue reading

28 Jan 2022

Marketing blueprints – a 5 step guide to building your advice practice marketing plan

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

Introduction A common attribute of leading financial practices is their disciplined and formalised approach to planning. For those advisers who are also practice principals, having a documented business plan –... Read more continue reading

27 Jan 2022

Businesses in the RAT race, beware of Fringe Benefits Tax

From Pitcher Partners Sydney

As the race to secure supplies of COVID-19 Rapid Antigen Tests (RAT) heats up due to the ongoing wave of Omicron throughout the community, it is important for businesses purchasing... Read more continue reading

24 Jan 2022

Compliance the major focus for advice firms

From Dimensional

Managing compliance and regulatory changes has emerged as the number one operational challenge for Australian financial advice firms in a major new global survey of the financial planning industry by... Read more continue reading

10 Dec 2021

Ian Laughlin awarded Actuaries Institute’s highest honour for lifetime’s work

From Actuaries Institute

Ian Laughlin, a former deputy chair of APRA, with a distinguished corporate career as a managing director and board member, has been awarded the Australian Actuaries Institute’s highest honour, a... Read more continue reading

08 Dec 2021

Five tips to make wealth management offices more welcoming after lockdown

From JLL Work Dynamics

With more people heading back to the office for at least part of the week, wealth management firms of all types are facing the challenge of how to entice workers... Read more continue reading

07 Dec 2021

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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 [...]