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Adviser expertise – the value of advice (part three)

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

The value of financial advice isn’t always easy to measure. While helping clients grow their wealth is certainly important, the true value extends beyond financial returns. This article, sponsored by

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02 Dec 2024

Understanding investor behaviour – the value of advice (part two)

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

Investor behaviour, positive and negative, cannot always be anticipated and can have a marked impact on client outcomes. This article, proudly sponsored by Russell Investments, examines the value of advice

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06 Nov 2024

Asset allocation – the value of advice (part one)

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

While financial advice is always important, it’s especially critical during periods of market volatility in a world with a plethora of geopolitical uncertainty. This article, proudly sponsored by Russell Investments,

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08 Oct 2024

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

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]