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.
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.
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.
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.
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.
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.
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 review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.
One of the biggest challenges is working out which financial advice fees are tax deductible. Here we break down the relevant principles.
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.
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.
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.
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.
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.
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.
An expert analyses the three key trends he says will drive the evolution of cybersecurity in Australian financial services over the next 12 months.
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.
Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio
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.
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.
Financial advisers are under pressure to comply with new education requirements. But it may not be as overwhelming as you think.
Joint families may come with some financial baggage. Encouraging disclosure of their history is a great way to give them a healthy financial start.
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.
Remaining focussed on the financial fallout is the best way to walk the fine line between adviser and mentor.
Staff training underpins innovative organisations. But not just any training. Commonwealth Bank’s latest Business Insights report analyses which programs work best.