Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but... Read more continue reading
27
Jul
2015
The Dawson Partnership Hiring Intentions Survey canvasses a broad range of institutional and independently owned wealth management businesses, including investment management companies, superannuation funds, financial planning companies and diversified financial... Read more continue reading
30
Jan
2015
Financial planning software provider, AdviserLogic, has launched Licensee Console (the console) and Licensee CRM, enabling Australian Financial Services Licensees (AFSL)s to deliver direct-to-practice enhanced services, more efficiently. AdviserLogic head of... Read more continue reading
21
Jan
2015
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CPD: Why private market assets belong in client portfoliosAustralia’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 debtFor 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 2026Why 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 retirementFor 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 adviceTrust 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 [...]