COVID-19 unearths opportunities for advisers according to new white paper

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COVID-19 is to financial advisers what end of financial year is to accountants; an invitation to talk to people about planning for the future, according to a new report that suggests public awareness of the importance of professional advice has increased 54% in the past 12 months. The latest paper from ClearView, titled Fertile ground... Read more continue reading

Global Study: Adoption of A.I. will fundamentally change the next generation of finance leaders

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Employees have been under immense pressure over the past year to help their organisations navigate the crisis, and they’re finding a new ally in robots to help them better manage their companies’ finances. To explore the impact of technology on the future of the finance profession, we partnered with finance expert Farnoosh Torabi to survey... Read more continue reading

Australia urged to increase access to paternity leave to boost female workforce participation and economic growth

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Aberdeen Standard Investments (ASI) has urged Australian policy makers to increase paternity leave entitlements and reform tax for family second earners to increase the labour force participation of women and strengthen the performance of the Australian economy. The call was made by the Aberdeen Standard Investments Research Institute (ASIRI) following the release of a research... Read more continue reading

How engaged are super fund members?

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SS&C’s has released its latest Whitepaper Driving member engagement and loyalty with digital communications. The survey – SS&C first superannuation stealth survey – found that Australia’s super funds enjoy a fairly healthy level of satisfaction from members. However, it was found there is little room for complacency with super funds missing opportunities to capitalise on... Read more continue reading

COVID-19 is the final nail in the coffin for traditional thinking around advice, according to new white paper

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A new white paper (Is it red tape or is it me? Deniers, devotees, and the digital advice revolution) commissioned by online investment manager Six Park has revealed that COVID-19 has increased the pressing need for affordable and accessible financial advice in Australia, but the need can’t be effectively met until perceived red tape is... Read more continue reading

More scrutiny needed on licensee and business model

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Advice firms looking to change licensees need to consider the long-term viability of the group rather than reacting to short term incentives, according to Centrepoint Alliance. Mr Paul Cullen, Group Executive Advice, Centrepoint Alliance, said the disruption that has occurred in the financial advice industry in recent years has seen increased interest in mid-tier dealer... Read more continue reading

Unlocked: A framework for superannuation equity portfolio evolution in a taxable environment

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All sectors of the superannuation industry agree that successful equity investing entails some short-term pain to enjoy long-term gain. Superannuation funds and investment managers who embrace an active management philosophy can feel this acutely when their style does not pay off in a certain stage of the market cycle or there is a regime shift... Read more continue reading

Thematics AM, Natixis Investment Managers affiliate, on investing for safety

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Thematics Asset Management, an affiliate of Natixis Investment Managers, explores the growing concern of human safety during an age where climate change and natural disasters are becoming increasingly predominant whilst delving into how this theme creates opportunities to invest for a better future. Increasing urbanisation, an ageing and shrinking workforce and adaptation to climate change are examples of... Read more continue reading

CFOs increasingly driving digital transformation in Australian businesses

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Sage, the market leader in cloud business management solutions, has today released new research CFO 3.0 – digital transformation beyond financial management highlighting the impact of digital transformation on Australia’s mid-sized companies. The whitepaper highlights that while cloud adoption is high in Australia, CFOs are not fully leveraging the capabilities of financial management technology. As... Read more continue reading

White Paper calls for new approach to retirement planning

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The financial advice landscape has changed dramatically in recent years, particularly in relation to the stated requirement for advice to address likely future needs (see FASEA Code of Ethics, Standard 6). Nowhere is this more compelling than in retirement planning. The changing regulatory environment has combined with increasing longevity and frailty issues to raise the... Read more continue reading