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... 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... 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... 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... 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... 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... Read more continue reading

Actuaries Institute tackles challenges facing private health insurance

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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... Read more continue reading

Paying just 1% more in fees could slash your investment by 26%

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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... Read more continue reading

In divorce or separation…the financial adviser should be the 2nd call made

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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... Read more continue reading

The advice business of the future: scale, through collectives

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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... Read more continue reading