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

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

The ETF success story

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

The ETFs juggernaut shows no signs of abating, as the quantum of funds, inflows and product innovation continues to boom. This article, proudly sponsored by Russell Investments, explores the intricacies

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24 Jan 2023

The value of a Financial Adviser – Part 2

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

The value of financial advisers – and the advice they dispense – can be challenging to quantify but for the majority of clients, is highly valued. This is particularly so

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02 Dec 2022

The Value of a Financial Adviser – Part 1

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 market transitioned from growth to value, change was everywhere, making the need for advice and reassurance with

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21 Nov 2022

Mind the gap – the impacts of inadequate retirement savings (part two)

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

When it comes to saving for retirement, each of your clients has unique financial circumstances and individual aspirations for life after work. How can you best support them to make

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27 Oct 2022

Mind the gap – the impacts of inadequate retirement savings (part one)

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

When it comes to saving for retirement, each of your clients has unique financial circumstances and individual aspirations for life after work. How can you best support them to make

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15 Sep 2022

Super changes from 1 July 2022

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

Superannuation is a tax effective and important retirement savings tool. The new financial year heralded a raft of changes to existing superannuation rules. This article, proudly sponsored by Russell Investments,

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22 Aug 2022

Retirement – the move to residential aged care

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

Not all older Australians need residential aged care; however, for those that do need to access it, the process is complex and the costs significant. This article, proudly sponsored by

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21 Jul 2022

Earn CPD Points

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 [...]