Digital advice provider Ignition has appointed Andrew Baker as senior adviser, effective from October 2021. In the newly created role, Mr Baker will provide assistance and guidance to Ignition’s senior... Read more continue reading
13
Oct
2021
Sofcorp Wealth Financial Advisors (Sofcorp) partners Tracey Sofra, Terry Sofra and Glenn Trickey have announced that the boutique financial planning practice headquartered in regional Victoria has transferred licensees and will operate under the AFSL of ASVW Financial... Read more continue reading
12
Oct
2021
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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 [...]