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Everything from AdviserVoice - this article is proudly brought to you by Russell Investments

The value of advice – harness your expertise

From AdviserVoice - this article is proudly brought to you by Russell Investments

The value of advice cannot always be readily quantified. It’s so much more than simply making money for clients, although that is a key factor. Being able to articulate value

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30 Nov 2023

The value of advice – appropriate asset allocation

From AdviserVoice - this article is proudly brought to you by Russell Investments

Advisers are never more important than during periods of significant change. As the macro backdrop continues to evolve and volatility reigns, the need for advice and reassurance of clients is

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25 Oct 2023

The importance of effective client meetings

From AdviserVoice - this article is proudly brought to you by Russell Investments

A financial adviser’s job is to guide and advise their clients on managing and maximising their finances in a way that meets the client’s objectives…it’s therefore crucial for them to

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12 Sep 2023

Staying ahead of the curve – super changes at 1 July 2023

From AdviserVoice - this article is proudly brought to you by Russell Investments

In the ever-evolving world of finance, few sectors experience transformations as regularly as superannuation. Each year, as the calendar ticks over to 1 July, the superannuation landscape witnesses a series

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07 Aug 2023

Unleash the power of managed accounts against market volatility

From AdviserVoice - this article is proudly brought to you by Russell Investments

Australia’s burgeoning managed accounts industry has transformed the ease and efficiency with which advisers can both run a business and best serve their clients. This has been particularly evident during

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14 Jul 2023

Super facts to support your client conversations

From AdviserVoice - this article is proudly brought to you by Russell Investments

By the end of 2022, Australians had amassed $3.4 trillion in superannuation assets[1]. As a greater number of Australians join funds, the rules that govern contributions, tax, super caps and

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07 Jun 2023

A smooth transition to retirement

From AdviserVoice - this article is proudly brought to you by Russell Investments

Over the coming years, 5.5 million people born between 1946 and 1964 will retire, increasing the demand for retirement advice. This article, sponsored by Russell Investments, discusses the importance of

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02 May 2023

The new breed of multi-asset funds

From AdviserVoice - this article is proudly brought to you by Russell Investments

While the concept of a ‘multi-asset’ or diversified fund is not new, technology has enabled increasingly sophisticated products. This article, proudly sponsored by Russell Investments, examines the investment case for

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03 Apr 2023

Managed Accounts hit their stride

From AdviserVoice - this article is proudly brought to you by Russell Investments

Enabled by increasingly sophisticated technology, Managed Accounts are one of the growth stories of the 2000s. This article, proudly sponsored by Russell Investments, examines Managed Accounts – what they are,

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13 Mar 2023

Client conversations – talking about bear markets

From AdviserVoice - this article is proudly brought to you by Russell Investments

When navigating uncertain environments, many clients simply want to have human, calming, effective conversations with their financial adviser. This article, proudly sponsored by Russell Investments, provides advisers with strategies to

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16 Feb 2023

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Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]