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The latest articles & research

2 June 2023

Advice’s Intangible Value

What do clients value most from financial advice? The reflexive answer among many financial professionals might be investment returns. But it’s most often…

Paul Turner
Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors

1 June 2023

How to help clients manage premiums during the cost-of-living crisis

It’s no secret that cost-of-living pressures have increased significantly recently. It seems as if prices have gone up for everything from groceries to…

Marhsall Ross
Risk and Strategy Advice Manager at MLC Life Insurance

25 May 2023

The tips and traps of alternative investing

As traditional financial instruments such as stocks and bonds have become increasingly unpredictable due to global economic fluctuations, alternative assets…

Mark Sherwood
Investment Strategist at iPartners

A special production

Outsourced CIO: The client experience dividend

Brought to you by Mason Stevens.

24 May 2023

How providing clients certainty helps build confidence

Safety is as a much a part of the human condition as our need for things like food, shelter and friendship, according to Maslow’s hierarchy of…

Simon Aboud
Chief Product & Marketing Officer at Allianz Retire+

12 May 2023

Defensive darlings demanding their place – McDonalds & PepsiCo

Contrary to expectations, global equities have rallied since the first banking stress surfaced in the US during March. The MSCI World Index bounced by 6.7%,…

Elfreda Jonker
Client Portfolio Manager at Alphinity Investment Management

5 May 2023

Investing in some of Australia’s fastest growing industries

Investors should look beyond the largest companies on the Australian Stock Exchange to get exposure to the market’s fastest growing industries, such as…

Brenton Saunders
Portfolio Manager at Pendal

A special production

From Adviser to Philosopher

Brought to you by Schroders.

4 May 2023

Connecting with your Community: How One Firm Bridged the Generational Gap through TV and Radio

SWU Group, founded in 1986 by Simon Wu, has been serving the Chinese community for over thirty years, offering a range of services including financial…

Ravi Verma
Head of Distribution at OpenInvest

26 April 2023

How to Stress Test your Investment Philosophy

As a financial adviser, your investment philosophy is a set of beliefs and principles that guide your decision-making process when it comes to investing in…

Sophie Metcalfe
Account Manager at Schroders

19 April 2023

How implementing best-of-breed technology improved this adviser’s practice

Pinn Deavin is a progressive and proactive wealth management advisory firm who have consistently remained at the forefront of major financial, technological…

Andrew Whelan
Chief Executive Officer at Dash Technology Group

A special production

Practical strategies to mitigate the impact of inflation risk on retirement incomes

Brought to you by Challenger.

12 April 2023

Talking Alternatives – How to bring alternative investing into the client conversation.

Alternative Assets – An asset class that was once seen as opaque, illiquid, complicated, inaccessible,  non-traditional, and/or something to be avoided……

Mark Sherwood
Investment Strategist at iPartners

31 March 2023

How to select potential funds that align with your investment philosophy

In our recent article, we discussed why as an advisor, you need a clear investment philosophy, the benefits it can provide, and how it allows you to have more…

Sophie Metcalfe
Account Manager at Schroders

30 March 2023

Safe, ethical and confident: How to build an advice offering for female investors

From ethical investing to insurance and budgeting advice, there’s plenty of room for advisers to make a difference when building out an offering for this key…

Andrew Braun
General Manager - Marketing at Netwealth Investments Limited

A special production

Investing for Impact

Brought to you by Zurich.

24 March 2023

Above and beyond: how client experience is key to building women’s wealth

Netwealth’s latest research shows that many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice…

Andrew Braun
General Manager - Marketing at Netwealth Investments Limited

17 March 2023

Why you need a clear investment philosophy

Financial advice today has evolved. It goes far beyond the traditional bounds of managing investments. It is more holistic, more personal, and more effective…

Sophie Metcalfe
Account Manager at Schroders

9 March 2023

Five themes and Five Stocks for 2023

The bulls took charge of global equity markets at the start of the year on Fed-pivot hopes and China reopening excitement.  As we head into the third month of…

Elfreda Jonker
Client Portfolio Manager at Alphinity Investment Management

A special production

Ahead of the Curve – An adviser’s Guide to Open Banking

Brought to you by MoneySoft.

7 March 2023

Helping clients future-proof the increasing cost of education

Parents have an intrinsic drive to aspire for a better life for their children, regardless of their own childhood. Recent studies show 86% of parents believe…

Damien Otto
Group Executive - Sales and Distribution at Futurity Investment Group

23 February 2023

Engaging Women in Investing – the ‘Why’ and the ‘How’ for Financial Advisors

The rights and roles of women have undergone significant change over the last century, and we continue to witness the ever evolving and growing presence of…

Paula Gigler
Head of Key Accounts - Wealth & HNW at BlackRock

3 February 2023

Why Passive Funds are an Ideal Vehicle for Thematic Investing

The passive versus active fund management debate has raged on for quite some time and although opinions may still vary, there is one area of the market which…

Blair Hannon
Head of Investment Strategy at Global X ETFs (Australia)

A special production

Life Confidence

Brought to you by Zurich.

27 January 2023

Designing an Alternative Investment Strategy – The Who, Why & How

A call to arms has been made to portfolio managers and CIOs globally, according to leading global investment and private equity firms, a regime change is…

Mark Sherwood
Investment Strategist at iPartners

19 January 2023

What do our clients value?

This is one of the most universally pondered questions in business. Rather than wonder, many businesses simply ask. However, as with any form of customer…

Miles Casbier
Senior Account Manager at Moneysoft AU

9 December 2022

How an established Private Wealth firm used marketing to attract a new type of client

Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they've…

Ravi Verma
Head of Distribution at OpenInvest

A special production

Solving Wealth’s Greatest Challenge

Brought to you by Hub24.

4 December 2022

From believer to sceptic: How well do you know your socially responsible clients?

In Netwealth’s Investing for good white paper we identified the different advice needs of four different Australian segments when it comes to responsible…

Andrew Braun
General Manager - Marketing at Netwealth Investments Limited

27 November 2022

Bonds look attractive in the current economic climate

It’s no secret the bond market has been volatile this year, as rising rates and inflation have led to large sell-offs. But with higher yields across…

Clayton Daniel
Chief Executive Officer at Ensombl

24 November 2022

How I acquired 11 clients in 45 minutes from a joint venture partner

You all know I love social media to grow my business … but it can be slow as it takes a while to build up that know-like and trust factor (still, I am a big…

Adele Martin
Chief Executive Officer at My Money Buddy

A special production

Delivering Cost-Effective advice with an Entrepreneurial Mindset

Brought to you by Hub24.
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