How to build an advice business of significant capital value

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Australian Financial Services Licensee, Fortnum Private Wealth has identified the critical ingredients needed to build an advice business of significant economic value in a new white paper, launched at the group’s annual conference. Titled, The inevitable advice journey: Where professional advisory firms are set to land, the paper claims the majority of advice businesses are... Read more continue reading

Calastone study shows Covid-19 continues to fuel investor appetite and engagement

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A new white paper from global trading network for managed funds, Calastone, shows a clear increase in the willingness of existing investors to invest further, with Covid-19 being a stimulus. The paper builds on a series of global surveys conducted by Calastone before and throughout the pandemic to show sentiment and behavioural changes gleaned from... Read more continue reading

UniSuper leads the way on Paris targets

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Engagement with companies sees increased decarbonisation commitments and exposure to fossil fuel has been halved, according to UniSuper’s latest Climate Risk report. UniSuper, the $100 billion superannuation fund, has made significant progress on its commitment to net-zero emissions, with 40 of its top 50 Australian investments setting Paris-aligned targets (up from 34 last year) and... Read more continue reading

bfinance highlights fundamental changes in how allocations to hedge funds should be designed and constructed

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bfinance, the independent investment consultancy, has released a new paper on How to Build a Hedge Fund Allocation. According to bfinance, in a period of heightened uncertainty, in which the pandemic and its macroeconomic implications still loom large, institutional investors are looking towards ‘liquid alternative’ or hedge fund allocations to answer the ongoing challenges presented... Read more continue reading

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