In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]
continue readingIn analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]
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20
Nov
2018
New research from digital wealth provider InvestSMART is putting the spotlight on the devastating effect high fees and costs can have on investor nest eggs. Data modelling in InvestSMART’s new paper, How fees can destroy your wealth, shows someone who had invested $100,000 in Australian shares over the 30 years to June 2018 at a fee […]
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17
Oct
2018
Regrettably, for all their best intentions, a great number of marriages and relationships end in divorce or separation and the ramifications on personal finances are often immense said Cardena Private Wealth (Cardena) Director Iain Reid. It was for this reason that the boutique wealth management and advisory firm recently released a white paper ‘Dealing with the […]
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16
Oct
2018
Running an advice business will become increasingly challenging in the future, unless they can gain the necessary advantages of scale, while avoiding the issues identified by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, according to a new whitepaper from Fortnum Private Wealth. According to the Fortnum whitepaper, The Advice […]
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10
Oct
2018
Moderate changes to Australia’s social support programs could deliver better outcomes for those receiving assistance and result in billions of dollars in budget savings, according to a paper published by actuary Hugh Miller. For each vulnerable individual, social service spending across welfare, housing, health care, justice and child protection can easily amount to $500,000 to […]
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27
Sep
2018
The managed accounts segment is on the cusp of a revolution in managed portfolio design and functionality, says leading wealth management platform HUB24 (ASX: HUB). The $60 billion already invested in managed accounts is forecast to grow at 40% a year for at least the next two years, taking the managed account industry to more […]
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12
Sep
2018
One in two (58 percent) employees state they want their employers to provide financial wellbeing tools, but only 14 percent of employers currently provide them, according to Map My Plan, a fintech firm which improves the financial fitness of Australians. In its Financial Stress in the Australian Workplace (the Insight Paper), released yesterday, Map My Plan revealed […]
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05
Sep
2018
“Institutional investor appetite for alternative defensive allocations continues to grow” according to Revolution Asset Management’s CIO and veteran investment manager, Bob Sahota. In what is perceived as a late market cycle environment via record ‘covenant-lite’ and unsecured debt issuance in the US and Europe, senior secured private debt in Australia and New Zealand continues to […]
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27
Jun
2018
A new white paper from the Financial Planning Association of Australia (FPA), entitled Mapping Fintech to the Financial Planning Process: Why Fintech is not a Threat, proposes that through the appropriate adoption of fintech, financial planners can achieve greater revenue generation, reduce client costs, and serve more clients with differing levels of advice needs and […]
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24
Nov
2017
Earn CPD Points
CPD: The cost of care – part 2 – mental healthIn analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that...
CPD: The cost of care – part 1 – the cost of cancerIn analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that...
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