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Client and business referrals – a new framework for success

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

Introduction Inbound and outbound referrals feature prominently in the day-to-day running of every financial advice practice. Associated with referrals – even informal, word-of-mouth recommendations – are a complex array of

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07 Feb 2023

4 cyber developments advisers must understand and respond to – a practical guide

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

2022 will be remembered as a watershed year on many fronts, not least as the year when the pervasiveness, complexity, and disruptive power of cybercrime rose to prominence. But, while

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25 Jan 2023

Exit ahead – Increasing succession value through a more client-centred approach

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

“Demography is destiny.” This expression, frequently attributed to French philosopher Auguste Comte, succinctly summarises the inevitability of ageing and all that it brings. In a financial advice context, where the

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05 Dec 2022

As the ASX goes down, the CX must rise – rethinking the concept of value in advice

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

Is the single biggest challenge faced by the financial advice profession really the price of advice? A glimpse at the financial media in recent times certainly reinforces that impression with

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14 Nov 2022

The evolving ESG context – advice client conversation guide

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

The evolving ESG context – advice client conversation guide The relentless growth of ESG investing over the last few years is well documented. And, notwithstanding several ‘bumps in the road’

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17 Oct 2022

The 5 must-know advice client metrics that underpin practice sustainability

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

Measure it. Control it. Management guru, Peter Drucker, made a valuable point when he famously said[1], “if you can’t measure it, you can’t manage it”, which helps explain why today,

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30 Sep 2022

A family affair – the challenges of retaining intergenerational wealth

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

The great wealth transfer – opportunity or threat? The impending multi-trillion-dollar intergenerational wealth transfer, and its social, economic, and political consequences, has been a hot topic in the media for

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23 Aug 2022

Best practice client engagement – Understanding women as the drivers of investment growth

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

Jedi Knights, Millennials, and other Census tales Yes, it’s that time again. Every four years, we get to pore over the Census results and see how the picture of Australia

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20 Jul 2022

Scaling the wall of worry – a 10-point checklist for communicating volatility

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

The old rules no longer apply For more than a decade, the Australian economy has, like most others around the world, operated within a low inflation, low interest rate environment.

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16 Jun 2022

Client onboarding – the best kept secrets of leading advisers

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

The introduction to a 2016 paper by global consulting firm KPMG, Transforming Client Onboarding[1], contained the following observation: “Client onboarding is a largely manual, error prone, time -consuming, incomplete process.

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20 May 2022

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]