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

RegTech solutions for Australian financial advisers – an overview

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

Introduction No study of emerging trends in financial services – and indeed financial advice – would be complete unless it examined the growing importance of RegTech. Regulatory Technology (RegTech) refers

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13 Apr 2022

Close the advice intent/action gap by understanding the stages of behavioural change

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

Mind the (implementation) gap In a financial advice context, the gap between client intentions and action is nothing new. In a macro sense, we see this gap play out before

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16 Mar 2022

5 techniques for building ‘change fitness’ in financial advice practices

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

Financial advisers and practice owners could be forgiven for feeling, at times, like they are caught up in an endless round of ‘Squid Games’. Whilst the price of failure in

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21 Feb 2022

Marketing blueprints – a 5 step guide to building your advice practice marketing plan

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

Introduction A common attribute of leading financial practices is their disciplined and formalised approach to planning. For those advisers who are also practice principals, having a documented business plan –

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27 Jan 2022

Financial Advice tech – a practical checklist for driving increased efficiency and better client engagement

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

As the financial advice landscape devolves away from large institutions to smaller, self-licensed entities, advisers and practice principals are increasingly being faced with the need to be far more active

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03 Dec 2021

Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness

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

Get a broom, then Google yourself The comprehensive digitalisation of our lives is yesterday’s news. Businesses across all sectors have been irreversibly reshaped, as consumers around the world use digital

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18 Nov 2021

Cracking the HNW Code – The changing face of High-Net-Worth Clients and why they are reshaping financial advice

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

As we continue our deeper dive into customer and market segmentation strategies for financial advisers, this article examines the High Net Worth (HNW) segment, a segment which many advisers aspire

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07 Oct 2021

Happy 40th! Why Millennials are no longer the future of financial advice – they are the present

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

Introduction In an earlier article in this series, we discussed client segmentation, examining the many different ways segmenting clients and target markets can improve client engagement, efficiency, and practice profitability.

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18 Aug 2021

Client centric segmentation – a best practice framework for advisers

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

Extensive research[1] into the underlying pillars of success for financial advice businesses has identified the use of client segmentation strategies as a powerful driver of best practice. Simplistically we can

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20 Jul 2021

Advice practice sustainability – a risk management perspective

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

Financial advice in Australia is facing a sustainability challenge. Caught between the pincers of rising costs – including a 160% increase in the ASIC levy over 3 years[1] – and

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17 Jun 2021

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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 [...]