28 September 2023

Adviser at the Helm: How to Guide Clients Through Sustainable Investing to Build Trust and AUM

The research is clear, sustainable investing (SI) is not a passing fad. But it is a giant gap. Recent data shows nearly 60% of Australian investors place high…

21 September 2023

How to Increase Client Uptake and Advocacy of a Client Portal

In today’s digital age, innovation is reshaping the way we access and interact with financial services. As the rise of technology continues to blend into…

15 September 2023

Re-profile your clients: a prescription for building trust and growing AUM

Risk profiling is often one and done – since it’s treated as a compliance “tick the box” formality. But the research suggests it’s worth a…

31 August 2023

Alternative Assets in Real Life: Examples and Rationale of Alternative Investments

We’ll be taking you on a behind the scenes deep dive into two real world alternative asset investments, so that we can really bring the alternative asset…

24 August 2023

Standing apart with distinctive services and an outcome focus 

In the dynamic landscape of Australia's financial advice industry, a significant shift is underway as advisers look for ways to offer a broader range of scaled…

23 August 2023

Living with Uncertainty

In the face of global uncertainty, the best service that financial advisers can deliver their clients is not to attempt to predict what will happen in markets,…

18 August 2023

Advising the Modern Couple on Risk – Navigating Hidden Preference Gaps

When it comes to couples and relationships, what goes unsaid is often more important than what gets said.  It’s no different in an advice context.  It’s…

AI: sorting bubbles from justified inflations

Since Chat GPT3 crashed onto the scene at the end of 2022, the world has been swept up in (generative) Artificial Intelligence (AI)…

Wowing Your Clients at Review Time

Cashflow modelling is an integral piece of the puzzle when it comes to working with new clients. But as time goes on, and your relationship with clients…

11 August 2023

Tax-smart investing – Navigating the shifts in Super to build wealth

In today's ever-changing landscape, where Superannuation regulations are constantly shifting, it's essential to consider alternative avenues for tax-effective…

3 August 2023

How to scale (not just grow) a Financial Planning Practice 

Imagine your practice a few years from now. Your practice runs efficiently, and your advice documents are prepared in minutes, not days. Those painful…

27 July 2023

Behind the Behaviours: Using Revealed Preferences to Understand What Clients Can’t Tell You

Financial advice stands on the brink of an era shift in client diagnostics, much as medicine went through in the early 20th century with the Xray and lab-based…

21 July 2023

Alleviating client concerns during times of volatility via effective cashflow modelling

As financial advisers, you’re likely all too familiar with the sense of unease that can ripple through your clientele when markets demonstrate unpredictable…

14 July 2023

The hidden platform risk many advisers are unaware of

Reducing risk is everything in today’s market and avoiding unnecessary buy/sell delays can be an advantage – helping you mitigate risks and maximise…

13 July 2023

Education Bonds: Unlocking a New Future

When it comes to financial products like insurance or investment bonds, most understand their benefits and strategic applications. However, there's a…

7 July 2023

An insurance conversation without product: how to really talk to clients about risk and the value of life insurance

Family budgets are a near-constant battleground of competing priorities. Costs are rising but wage growth isn’t necessarily keeping pace, making it harder…

6 July 2023

What is Winning?

The value that financial advisers believe they offer is one thing. The value that clients feel they receive is often something else. Understanding these…

29 June 2023

Emerging markets aren’t so different to us – but you’ve got to pick the right ones 

Emerging markets can offer diversification and stronger growth, but it’s important for investors to take a country-by-country…

23 June 2023

Effectively Communicating Your Investment Philosophy to Clients

Effectively communicating your investment philosophy to clients is crucial for building trust, managing expectations, and aligning their investment goals with…

22 June 2023

Relationship Implications between Process and Profit

Our research focuses on financial planning firms in a post-pandemic world. Firms are trying to adapt to the changing financial landscape by incorporating…

21 June 2023

Factors, Funds and Performance Chasing

‘Alpha’ is a term which gets banded around a lot in our industry. Managers want to deliver alpha to clients, find investments which generate alpha and…

16 June 2023

Building Certainty into your Retirement Proposition

While they’re often referred to as “The Golden Years”, Australian Retiree’s are finding that retirement is less golf and holidays and more worrying…

8 June 2023

How much gold should your clients hold?

As market volatility and global economic uncertainty continue to unsettle investors, financial advisers face the continuous challenge of managing client…

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…