Advisers sometimes refer to their clients as sophisticated clients, but this term is often misunderstood according to The Fold Legal. Senior Lawyer at The Fold Legal, Lesley Thorne says there... Read more continue reading
01
Jul
2014
Wealth Know How, Australia’s first independent financial educational video-based website, designed for consumers, has launched a series of educational videos covering several of the issues relating to self-managed super funds (SMSFs). Wealth Know How’s George Lucas (Co-Founder) says the decision to produce a... Read more continue reading
08
May
2014
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CPD: A TTR strategy for modern retirementWe are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain timesTrend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethicsData from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisersRegulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for lifeAustralia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]