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
18
Nov
2020
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
22
Oct
2020
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
20
Oct
2020
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
10
Aug
2020
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
20
Jan
2020
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
29
Aug
2019
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
02
Jul
2019
Australia has one of the world’s best health care systems but high out-of-pocket costs, decreasing health insurance affordability, and a lack of transparency around specialists’ fees and patient outcomes are undermining the current system. Yesterday, the Actuaries Institute launched a Green Paper, How to Make Private Health Insurance Healthier. The Institute identifies several major opportunities... Read more continue reading
04
Jun
2019
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... Read more continue reading
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... Read more continue reading
16
Oct
2018
Earn CPD Points
CPD: A deep dive into FASEA’s Code of Ethics – Part twoFASEAS’s Code of Ethics with its twelve standards, became law [...]
CPD: Environment, social and governance risks are financial risks – when looking at ETFsOver the past 12 months many clients have been looking [...]
CPD: Global small caps - now is the timeMany investors and advisers recognise that a diversified portfolio should [...]
CPD: MMT - Free lunch or road to perdition?The following article is authored by two investment luminaries from [...]
CPD: Togetherness drives us apart – rethinking estate planning in a COVID 19 worldCOVID 19 has certainly brought families together. Massive job losses, [...]
0 comments