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Everything from Select Asset Management

Portfolio efficiency leads new product design

From Select Asset Management

The nirvana for many financial planners and investors is a seamless system of managing portfolios which takes into account the full spectrum of administration, asset allocation, best interest duty and

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09 Dec 2013

Alternative investing – deep dive portfolio construction thinking for financial advisers

From Select Asset Management

Some great feedback on a previous AdviserVoice article has led Select Investment Partners’ Chief Operating Officer Alex Wise to address specific points provided by the AdviserVoice adviser community. Alex writes his

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29 Oct 2013

Beyond the hedge – lessons from a decade of alternative investing

From Select Asset Management

Advisers and their retail clients cast a wary eye whenever the expression ‘hedge fund’ is raised. Why so? Institutional investors have embraced alternative investing with great vigour, while the regulator,

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26 Sep 2013

Best interest duty – business risks in due diligence

From Select Asset Management

Many are familiar with the industry buzz phrase, Operational Due Diligence, although many industry experts prefer the phrase “business risk due diligence” – in either case the review is the

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28 Aug 2013

How to get the most out of that BDM visit – an Insider’s View

From Select Asset Management

The best interest test within FoFA carries an enforceable duty of care when it comes to making investment product selections on behalf of your client. By extension, it therefore pays

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29 Jul 2013

FoFA solutions bring additional benefits to non-aligned financial advice firms

From Select Asset Management

With the Future of Financial Advice (FoFA) kick-off date of 1 July looming, specialist investment management group Select Asset Management Limited (Select) has urged Australian financial advice firms to have

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21 Jun 2013

Operational risk next hurdle for FoFA compliant financial advice

From Select Asset Management

Financial planning firms operating in-house portfolio construction functions face having to ‘FoFA-proof’ against looming operational risks embedded in the Future of Financial Advice (FoFA) legislation. This is the view of

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23 May 2013

Demand grows for FoFA-ready, non-conflicted investment solutions

From Select Asset Management

Demand for simple, conflict free portfolio construction services has seen specialist investment management group Select Asset Management (Select) build strong momentum for its ‘FoFA ready’ Customised Portfolio Solutions (CPS). Select

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08 May 2013

Select Asset Management acquires Total Fund Services Limited

From Select Asset Management

Specialist investment management group Select Asset Management Limited has announced the acquisition of Australian financial services business Total Fund Services (TFS) for an undisclosed amount. TFS provides specific regulatory services

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14 Dec 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]