Head in the clouds
Industry NewsInvestment & Trading Strategies

Head in the clouds

Thanks to COVID-19 and the quick thinking of savvy investors, the age-old adage that to have ones’ ‘head in the clouds’ is an insult might be about to change.

Who inherits your super?
Investment & Trading Strategies

Who inherits your super?

Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.

Planning tips for a happier retirement
Investment & Trading Strategies

Planning tips for a happier retirement

Retirement is about more than just money, investments and never having to work again. Amongst other things it’s about having more time for the things you enjoy, while at the same time finding a new purpose.

Why the ETF trend is not always your clients' friend
Data InsightsInvestment & Trading Strategies

Why the ETF trend is not always your clients' friend

ETFs are popular with advisers and their clients as they are cheap to buy into and require little administration. However, volatile markets and sector concentration bring their own risks.

What's next for the Australian, Asian and global economies?
Data InsightsInvestment & Trading Strategies

What's next for the Australian, Asian and global economies?

Like many other economies, Australia has benefited from decades of global trade and investment, which the arrival of COVID-19 has severely curtailed. We examine the predictions of leading analysts.

Positioning Australia as an international financial services hub
Investment & Trading StrategiesTech & Solutions

Positioning Australia as an international financial services hub

While highly regarded for its robust funds management industry, Australia must review its tax regime and cut red tape if it wants to attract global fund managers and regional investors.

Netflix, Fitbits and 'Big Tech': the future of financial advice
Investment & Trading Strategies

Netflix, Fitbits and 'Big Tech': the future of financial advice

By 2030 the majority of financial advisers will offer goal-based advice spanning investment, protection, education, retirement and broader wellness, according to an influential report

Portfolio construction in uncertain times
Economics & MarketsInvestment & Trading Strategies

Portfolio construction in uncertain times

Portfolio review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.

Tax deductible financial advice: here's what you can claim
Investment & Trading Strategies

Tax deductible financial advice: here's what you can claim

One of the biggest challenges is working out which financial advice fees are tax deductible. Here we break down the relevant principles.

Can insurance tech improve client experience?
Investment & Trading Strategies

Can insurance tech improve client experience?

The digitisation of advice is often cited as one of the biggest challenges facing advisers today. But technology could have a profound effect on how insurance is sold.

Helping your clients with financial decisions during market volatility
Investment & Trading Strategies

Helping your clients with financial decisions during market volatility

During times of crisis, it is important for financial advisers to be a voice of reason. As one expert notes, it is sometimes hardest getting clients to do nothing.

Trading in volatile times
Economics & MarketsInvestment & Trading Strategies

Trading in volatile times

Times of volatility may call for revised trading strategies. This piece looks at areas where advisers can improve, especially when placing large trades in the marketplace.

Barriers to investment: a female perspective
Investment & Trading Strategies

Barriers to investment: a female perspective

Financial inequality remains a reality for many women who earn less than men or who take time out of the workforce. An adviser who specialises in female clients offers her view.

Beyond COVID-19: key metrics and sectors to watch over 2020
Economics & MarketsInvestment & Trading Strategies

Beyond COVID-19: key metrics and sectors to watch over 2020

CommSec Senior Economist Ryan Felsman considers how the recovery from COVID-19 will play out and picks the sectors most likely to thrive and flounder.

10 tips for working from home
Investment & Trading Strategies

10 tips for working from home

Financial advisers working remotely for long periods will need to be informed, prepared and resilient. An expert offers advice on dealing with this unprecedented disruption.

Cybersecurity: What you need to know
Investment & Trading Strategies

Cybersecurity: What you need to know

An expert analyses the three key trends he says will drive the evolution of cybersecurity in Australian financial services over the next 12 months. 

Is an SMSF right for your client?
Investment & Trading StrategiesTech & Solutions

Is an SMSF right for your client?

SMSFs take time to do well – but of course so do many other things in the average client’s life. An expert suggests financial advisers draw on past experience to ensure clients are aware of potential complexities.

Investing when the market is volatile
Economics & MarketsInvestment & Trading Strategies
Economic Insights

Investing when the market is volatile

Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio

Where to be visible on social media
Investment & Trading Strategies

Where to be visible on social media

The proliferation of social media platforms means there are more options than you likely have time. Here’s how to determine where to best focus your efforts.

8 tips for clients visiting financial advisers
Investment & Trading Strategies

8 tips for clients visiting financial advisers

How do you get the most out of your meetings with an adviser? Here are eight great tips for getting the most out of your time together.

A snapshot into FASEA exams, courses and costs
Investment & Trading Strategies

A snapshot into FASEA exams, courses and costs

Financial advisers are under pressure to comply with new education requirements. But it may not be as overwhelming as you think.

Step by step: basics for advising blended families
Investment & Trading StrategiesTech & Solutions

Step by step: basics for advising blended families

Joint families may come with some financial baggage. Encouraging disclosure of their history is a great way to give them a healthy financial start.

How to build resilience to boost well-being
Investment & Trading Strategies

How to build resilience to boost well-being

76% of workers struggle with their well-being. Knowing how to take care of your health will not just benefit you, but your company too.

Dealing with clients in personal and financial distress
Industry NewsInvestment & Trading Strategies

Dealing with clients in personal and financial distress

Remaining focussed on the financial fallout is the best way to walk the fine line between adviser and mentor.

How to engage employees on your innovation journey
Data InsightsInvestment & Trading Strategies

How to engage employees on your innovation journey

Staff training underpins innovative organisations. But not just any training. Commonwealth Bank’s latest Business Insights report analyses which programs work best.