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Everything from AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

A practical guide to aligning financial goals with personal values

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Introduction One of the most enduring narratives within financial advice is the question of value – what is the real value of financial advice? Various individuals and groups have attempted

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05 Dec 2023

Getting started on the Artificial Intelligence journey – a practical adviser toolkit

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Unless you have been living on another planet recently, it has been hard to avoid the topic of artificial intelligence. While ‘AI’ has actually been around for a long time,

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02 Nov 2023

Pricing advice for trust sustainability and loyalty (Part 2 – choosing and communicating fee model options)

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Introduction Advice fees – their quantum, and how they are charged – remain one of the most discussed, dissected, and debated topics within financial advice. They are at the heart

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05 Oct 2023

Pricing advice for trust, sustainability and loyalty (Part 1 – pricing framework and context)

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

The importance of advice pricing It sounds obvious to say that pricing can make or break a business, but in the case of financial advice it’s a particularly pertinent issue

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05 Sep 2023

Financial adviser investment philosophies – the why, what and how

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Experts should have opinions As investment markets continue their rollercoaster ride, and with many developed countries on the cusp of recession, discussions around investment philosophies have ramped up in many

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02 Aug 2023

Systemising trust in client relationships – a practical approach

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Trust is the bedrock of successful financial planning relationships. The establishment of trust between an adviser and client has been proven to facilitate more open and comprehensive communication, allowing the

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03 Jul 2023

Implementing a hybrid digital advice strategy – an adviser guide

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

While, at the time of writing, the Federal Government was yet to respond to Michelle Levy’s QAR recommendations, there is little doubt about the growing role for digital advice in

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06 Jun 2023

How HNW individuals are navigating volatile times and positioning for the future

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

HNW clients are more exposed to disruption 2022 ushered in a new period of financial uncertainty around the world. A prolonged market downturn was accompanied by runaway inflation and a

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01 May 2023

More face time – outsourcing your way to better returns and a superior client experience

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

What are clients really seeking from their adviser? The value of financial advice is one of the most discussed, debated, and researched topics within financial services. Poor consumer understanding of

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04 Apr 2023

Developing a post-QAR Advice Value Proposition

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Defining the value of advice has never been more important The term ‘value proposition’ is one financial advisers hear and read about frequently, and for many years now, the profession

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07 Mar 2023

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CPD: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]